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 | $105,170 | $167,484-37.2% | $151,611-30.6% | $134,475-21.8% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -16.18% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $8,487 | $6,829+24.3% | $6,166+37.6% | $4,740+79.1% |
| Participant deferral / active EE | $17,383 | $8,986+93.4% | $8,363+107.8% | $6,400+171.6% |
| Admin fee / account holder | $62,177 | $13,783+351.1% | $11,616+435.3% | $11,426+444.2% |