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 | $106,617 | $100,754+5.8% | $86,677+23.0% | $134,475-20.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.73% | 29.04%-45.8pp | 35.91%-52.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,703 | $3,489+34.8% | $2,836+65.8% | $4,740-0.8% |
| Participant deferral / active EE | $9,782 | $5,338+83.3% | $4,656+110.1% | $6,400+52.9% |
| Admin fee / account holder | $1,826 | $10,926-83.3% | $7,493-75.6% | $11,426-84.0% |