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 | $177,491 | $140,588+26.2% | $123,104+44.2% | $125,391+41.5% |
| Participation rate | 90.5% | 88.2%+2.3pp | 86.8%+3.7pp | 83.2%+7.3pp |
| Annual return | -0.07% | 16.80%-16.9pp | 13.22%-13.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $2,790 | $6,041-53.8% | $5,151-45.8% | $4,866-42.7% |
| Participant deferral / active EE | $6,055 | $6,980-13.3% | $6,230-2.8% | $5,352+13.2% |
| Admin fee / account holder | $8,072 | $11,198-27.9% | $9,015-10.5% | $9,540-15.4% |