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 | $116,630 | $105,860+10.2% | $90,749+28.5% | $134,475-13.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.85% | -11.01%+0.2pp | -12.16%+1.3pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,796 | $3,462-48.1% | $2,921-38.5% | $4,740-62.1% |
| Participant deferral / active EE | $5,471 | $5,216+4.9% | $4,564+19.9% | $6,400-14.5% |
| Admin fee / account holder | $3,451 | $13,938-75.2% | $8,445-59.1% | $11,426-69.8% |