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 | $144,071 | $71,883+100.4% | $86,677+66.2% | $68,494+110.3% |
| Participation rate | 87.1% | 72.2%+14.9pp | 76.6%+10.5pp | 67.9%+19.2pp |
| Annual return | -12.97% | 3.52%-16.5pp | 35.91%-48.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $994 | $2,173-54.2% | $2,836-64.9% | $2,596-61.7% |
| Participant deferral / active EE | $3,017 | $3,779-20.2% | $4,656-35.2% | $4,027-25.1% |
| Admin fee / account holder | $3,413 | $6,112-44.2% | $7,493-54.5% | $5,403-36.8% |