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 | $107,806 | $133,958-19.5% | $112,228-3.9% | $134,475-19.8% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -15.44% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,815 | $4,038-30.3% | $3,635-22.5% | $4,740-40.6% |
| Participant deferral / active EE | $8,892 | $5,291+68.1% | $4,728+88.1% | $6,400+38.9% |
| Admin fee / account holder | $21,550 | $7,489+187.8% | $6,410+236.2% | $11,426+88.6% |