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 | $116,984 | $100,754+16.1% | $86,677+35.0% | $134,475-13.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -8.57% | 29.04%-37.6pp | 35.91%-44.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $2,319 | $3,489-33.5% | $2,836-18.2% | $4,740-51.1% |
| Participant deferral / active EE | $5,924 | $5,338+11.0% | $4,656+27.3% | $6,400-7.4% |
| Admin fee / account holder | $29,295 | $10,926+168.1% | $7,493+290.9% | $11,426+156.4% |