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 | $157,726 | $71,883+119.4% | $86,677+82.0% | $68,494+130.3% |
| Participation rate | 98.0% | 72.2%+25.7pp | 76.6%+21.4pp | 67.9%+30.1pp |
| Annual return | -12.23% | 3.52%-15.8pp | 35.91%-48.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,180 | $2,173+0.3% | $2,836-23.1% | $2,596-16.0% |
| Participant deferral / active EE | $6,734 | $3,779+78.2% | $4,656+44.6% | $4,027+67.2% |
| Admin fee / account holder | $9,276 | $6,112+51.8% | $7,493+23.8% | $5,403+71.7% |