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 | $111,590 | $117,690-5.2% | $71,735+55.6% | $134,475-17.0% |
| Participation rate | 95.0% | 68.8%+26.2pp | 62.3%+32.7pp | 81.2%+13.8pp |
| Annual return | -0.19% | 25.44%-25.6pp | 9.14%-9.3pp | 417.96%-418.2pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,814 | $3,759-25.2% | $2,658+5.9% | $6,400-56.0% |
| Admin fee / account holder | $27,146 | $6,379+325.5% | $3,974+583.1% | $11,426+137.6% |