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 | $105,750 | $133,958-21.1% | $112,228-5.8% | $134,475-21.4% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -16.03% | 47.11%-63.1pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,720 | $4,038-7.9% | $3,635+2.3% | $4,740-21.5% |
| Participant deferral / active EE | $8,355 | $5,291+57.9% | $4,728+76.7% | $6,400+30.6% |
| Admin fee / account holder | $34,741 | $7,489+363.9% | $6,410+442.0% | $11,426+204.1% |