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 | $115,176 | $100,754+14.3% | $86,677+32.9% | $134,475-14.4% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -13.90% | 29.04%-42.9pp | 35.91%-49.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,725 | $3,489-50.6% | $2,836-39.2% | $4,740-63.6% |
| Participant deferral / active EE | $1,882 | $5,338-64.7% | $4,656-59.6% | $6,400-70.6% |
| Admin fee / account holder | $1,019 | $10,926-90.7% | $7,493-86.4% | $11,426-91.1% |