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 | $131,043 | $100,754+30.1% | $86,677+51.2% | $134,475-2.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.98% | 29.04%-39.0pp | 35.91%-45.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,245 | $3,489-35.7% | $2,836-20.9% | $4,740-52.6% |
| Participant deferral / active EE | $5,915 | $5,338+10.8% | $4,656+27.1% | $6,400-7.6% |
| Admin fee / account holder | $466 | $10,926-95.7% | $7,493-93.8% | $11,426-95.9% |