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 | $115,096 | $64,707+77.9% | $112,228+2.6% | $68,494+68.0% |
| Participation rate | 98.3% | 67.2%+31.2pp | 75.1%+23.2pp | 67.9%+30.4pp |
| Annual return | -16.44% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $11,927 | $2,746+334.4% | $3,635+228.2% | $2,596+359.4% |
| Participant deferral / active EE | $7,920 | $3,565+122.2% | $4,728+67.5% | $4,027+96.7% |
| Admin fee / account holder | $4,067 | $5,232-22.3% | $6,410-36.6% | $5,403-24.7% |