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 | $93,032 | $60,989+52.5% | $60,874+52.8% | $66,914+39.0% |
| Participation rate | 97.0% | 74.5%+22.6pp | 73.1%+23.9pp | 69.8%+27.2pp |
| Annual return | -16.23% | -9.60%-6.6pp | 16.90%-33.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,797 | $2,661+80.3% | $2,701+77.6% | $2,544+88.6% |
| Participant deferral / active EE | $9,837 | $3,615+172.1% | $3,817+157.7% | $4,237+132.2% |
| Admin fee / account holder | $23,729 | $338+6910.9% | $3,224+636.0% | $593+3899.9% |