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 | $111,848 | $107,791+3.8% | $90,645+23.4% | $135,375-17.4% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -9.33% | -0.90%-8.4pp | 1.88%-11.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,377 | $3,018+11.9% | $2,532+33.4% | $4,779-29.3% |
| Participant deferral / active EE | $10,300 | $3,872+166.0% | $3,425+200.8% | $5,609+83.6% |
| Admin fee / account holder | $1,263 | $5,930-78.7% | $4,994-74.7% | $10,827-88.3% |