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 7-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 | $118,984 | $71,883+65.5% | $86,677+37.3% | $68,494+73.7% |
| Participation rate | 79.1% | 72.2%+6.8pp | 76.6%+2.5pp | 67.9%+11.2pp |
| Annual return | -14.54% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,295 | $2,173+5.6% | $2,836-19.1% | $2,596-11.6% |
| Participant deferral / active EE | $4,446 | $3,779+17.7% | $4,656-4.5% | $4,027+10.4% |
| Admin fee / account holder | $39,772 | $6,112+550.7% | $7,493+430.8% | $5,403+636.1% |