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 | $99,678 | $100,754-1.1% | $86,677+15.0% | $134,475-25.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.48% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $934 | $3,489-73.2% | $2,836-67.1% | $4,740-80.3% |
| Participant deferral / active EE | $2,725 | $5,338-48.9% | $4,656-41.5% | $6,400-57.4% |
| Admin fee / account holder | $2,308 | $10,926-78.9% | $7,493-69.2% | $11,426-79.8% |