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 | $105,620 | $99,032+6.7% | $80,019+32.0% | $135,375-22.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.78% | 15.39%-21.2pp | 11.22%-17.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $941 | $3,043-69.1% | $2,468-61.9% | $4,779-80.3% |
| Participant deferral / active EE | $12,014 | $4,282+180.6% | $3,686+226.0% | $5,609+114.2% |
| Admin fee / account holder | $15,334 | $10,436+46.9% | $6,521+135.2% | $10,827+41.6% |