See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,199 | $84,487+39.9% | $125,339-5.7% | $66,914+76.6% |
| Participation rate | 88.7% | 76.4%+12.3pp | 82.4%+6.3pp | 69.8%+18.9pp |
| Annual return | 5.30% | -8.39%+13.7pp | 572.05%-566.7pp | 1.58%+3.7pp |
| Employer contribution / active EE | $4,346 | $3,553+22.3% | $4,814-9.7% | $2,544+70.8% |
| Participant deferral / active EE | $3,327 | $6,781-50.9% | $7,446-55.3% | $4,237-21.5% |
| Admin fee / account holder | $3,670 | $685+435.8% | $10,010-63.3% | $593+518.7% |