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 | $105,225 | $42,894+145.3% | $60,874+72.9% | $68,494+53.6% |
| Participation rate | 88.9% | 66.8%+22.1pp | 73.1%+15.8pp | 67.9%+21.0pp |
| Annual return | -16.93% | -13.98%-2.9pp | 16.90%-33.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,078 | $1,978+55.6% | $2,701+13.9% | $2,596+18.6% |
| Participant deferral / active EE | $7,437 | $2,867+159.4% | $3,817+94.9% | $4,027+84.7% |
| Admin fee / account holder | $481 | $3,101-84.5% | $3,224-85.1% | $5,403-91.1% |