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 | $162,999 | $71,883+126.8% | $86,677+88.1% | $68,494+138.0% |
| Participation rate | 83.0% | 72.2%+10.7pp | 76.6%+6.4pp | 67.9%+15.1pp |
| Annual return | -18.33% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,669 | $2,173-23.2% | $2,836-41.2% | $2,596-35.7% |
| Participant deferral / active EE | $5,449 | $3,779+44.2% | $4,656+17.0% | $4,027+35.3% |
| Admin fee / account holder | $5,263 | $6,112-13.9% | $7,493-29.8% | $5,403-2.6% |