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 | $87,148 | $71,883+21.2% | $86,677+0.5% | $68,494+27.2% |
| Participation rate | 96.9% | 72.2%+24.7pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -15.46% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,693 | $2,173+70.0% | $2,836+30.2% | $2,596+42.3% |
| Participant deferral / active EE | $5,709 | $3,779+51.1% | $4,656+22.6% | $4,027+41.8% |
| Admin fee / account holder | $20,171 | $6,112+230.0% | $7,493+169.2% | $5,403+273.3% |