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 | $100,918 | $71,883+40.4% | $86,677+16.4% | $68,494+47.3% |
| Participation rate | 77.4% | 72.2%+5.1pp | 76.6%+0.8pp | 67.9%+9.5pp |
| Annual return | -16.53% | 3.52%-20.1pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,158 | $2,173+45.4% | $2,836+11.4% | $2,596+21.7% |
| Participant deferral / active EE | $5,614 | $3,779+48.6% | $4,656+20.6% | $4,027+39.4% |
| Admin fee / account holder | $4,650 | $6,112-23.9% | $7,493-37.9% | $5,403-13.9% |