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 | $103,522 | $95,862+8.0% | $79,550+30.1% | $134,475-23.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.52% | -2.69%-15.8pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $669 | $3,128-78.6% | $2,413-72.3% | $4,740-85.9% |
| Participant deferral / active EE | $3,947 | $4,693-15.9% | $3,985-1.0% | $6,400-38.3% |
| Admin fee / account holder | $9,513 | $9,126+4.2% | $6,832+39.2% | $11,426-16.7% |