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 | $135,062 | $81,900+64.9% | $119,609+12.9% | $68,494+97.2% |
| Participation rate | 95.3% | 71.9%+23.4pp | 79.3%+16.1pp | 67.9%+27.4pp |
| Annual return | 2.88% | -23.82%+26.7pp | -14.97%+17.8pp | -7.84%+10.7pp |
| Employer contribution / active EE | $1,967 | $2,693-27.0% | $4,232-53.5% | $2,596-24.3% |
| Participant deferral / active EE | $4,310 | $4,148+3.9% | $5,602-23.1% | $4,027+7.0% |
| Admin fee / account holder | $5,038 | $6,582-23.5% | $10,323-51.2% | $5,403-6.8% |