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 9-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 | $108,597 | $67,331+61.3% | $60,874+78.4% | $134,475-19.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.1%+16.9pp | 81.2%+8.8pp |
| Annual return | -14.50% | 49.93%-64.4pp | 16.90%-31.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,331 | $3,096+7.6% | $2,701+23.3% | $4,740-29.7% |
| Participant deferral / active EE | $6,710 | $4,538+47.8% | $3,817+75.8% | $6,400+4.8% |
| Admin fee / account holder | $6,750 | $4,582+47.3% | $3,224+109.3% | $11,426-40.9% |