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 | $81,947 | $71,883+14.0% | $86,677-5.5% | $68,494+19.6% |
| Participation rate | 85.9% | 72.2%+13.7pp | 76.6%+9.3pp | 67.9%+18.0pp |
| Annual return | -13.22% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,801 | $2,173+28.9% | $2,836-1.3% | $2,596+7.9% |
| Participant deferral / active EE | $5,066 | $3,779+34.1% | $4,656+8.8% | $4,027+25.8% |
| Admin fee / account holder | $8,908 | $6,112+45.7% | $7,493+18.9% | $5,403+64.9% |