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 | $105,306 | $71,883+46.5% | $86,677+21.5% | $68,494+53.7% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -16.06% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,692 | $2,173+69.9% | $2,836+30.2% | $2,596+42.2% |
| Participant deferral / active EE | $10,513 | $3,779+178.2% | $4,656+125.8% | $4,027+161.0% |
| Admin fee / account holder | $41,470 | $6,112+578.5% | $7,493+453.4% | $5,403+667.6% |