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 | $111,825 | $100,754+11.0% | $86,677+29.0% | $134,475-16.8% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -18.90% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,579 | $3,489+31.2% | $2,836+61.4% | $4,740-3.4% |
| Participant deferral / active EE | $10,996 | $5,338+106.0% | $4,656+136.2% | $6,400+71.8% |
| Admin fee / account holder | $4,683 | $10,926-57.1% | $7,493-37.5% | $11,426-59.0% |