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 | $100,617 | $71,883+40.0% | $86,677+16.1% | $68,494+46.9% |
| Participation rate | 72.9% | 72.2%+0.6pp | 76.6%-3.7pp | 67.9%+5.0pp |
| Annual return | -15.80% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,875 | $2,173-13.7% | $2,836-33.9% | $2,596-27.8% |
| Participant deferral / active EE | $3,547 | $3,779-6.1% | $4,656-23.8% | $4,027-11.9% |
| Admin fee / account holder | $2,592 | $6,112-57.6% | $7,493-65.4% | $5,403-52.0% |