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 | $82,169 | $71,883+14.3% | $86,677-5.2% | $68,494+20.0% |
| Participation rate | 77.9% | 72.2%+5.7pp | 76.6%+1.3pp | 67.9%+10.0pp |
| Annual return | -14.78% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,220 | $2,173+48.2% | $2,836+13.5% | $2,596+24.0% |
| Participant deferral / active EE | $6,757 | $3,779+78.8% | $4,656+45.1% | $4,027+67.8% |
| Admin fee / account holder | $19,387 | $6,112+217.2% | $7,493+158.7% | $5,403+258.8% |