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 | $121,298 | $100,754+20.4% | $86,677+39.9% | $134,475-9.8% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -15.26% | 29.04%-44.3pp | 35.91%-51.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,765 | $3,489+36.6% | $2,836+68.0% | $4,740+0.5% |
| Participant deferral / active EE | $11,833 | $5,338+121.7% | $4,656+154.2% | $6,400+84.9% |
| Admin fee / account holder | $1,069 | $10,926-90.2% | $7,493-85.7% | $11,426-90.6% |