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 10-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 | $92,429 | $71,883+28.6% | $86,677+6.6% | $68,494+34.9% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.5pp |
| Annual return | -12.74% | 3.52%-16.3pp | 35.91%-48.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,693 | $2,173+70.0% | $2,836+30.2% | $2,596+42.2% |
| Participant deferral / active EE | $4,515 | $3,779+19.5% | $4,656-3.0% | $4,027+12.1% |
| Admin fee / account holder | $4,493 | $6,112-26.5% | $7,493-40.0% | $5,403-16.8% |