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 | $111,919 | $95,862+16.7% | $79,550+40.7% | $134,475-16.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -15.54% | -2.69%-12.9pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,212 | $3,128-29.3% | $2,413-8.3% | $4,740-53.3% |
| Participant deferral / active EE | $5,394 | $4,693+14.9% | $3,985+35.4% | $6,400-15.7% |
| Admin fee / account holder | $9,847 | $9,126+7.9% | $6,832+44.1% | $11,426-13.8% |