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 | $137,492 | $71,883+91.3% | $86,677+58.6% | $68,494+100.7% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -18.33% | 3.52%-21.9pp | 35.91%-54.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,702 | $2,173+24.4% | $2,836-4.7% | $2,596+4.1% |
| Participant deferral / active EE | $4,148 | $3,779+9.8% | $4,656-10.9% | $4,027+3.0% |
| Admin fee / account holder | $33,267 | $6,112+444.3% | $7,493+344.0% | $5,403+515.7% |