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 | $103,266 | $100,754+2.5% | $86,677+19.1% | $134,475-23.2% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -18.13% | 29.04%-47.2pp | 35.91%-54.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,324 | $3,489+52.6% | $2,836+87.7% | $4,740+12.3% |
| Participant deferral / active EE | $6,992 | $5,338+31.0% | $4,656+50.2% | $6,400+9.3% |
| Admin fee / account holder | $721 | $10,926-93.4% | $7,493-90.4% | $11,426-93.7% |