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 | $104,266 | $133,958-22.2% | $112,228-7.1% | $134,475-22.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -10.22% | 47.11%-57.3pp | 27.45%-37.7pp | 417.96%-428.2pp |
| Employer contribution / active EE | $5,285 | $4,038+30.9% | $3,635+45.4% | $4,740+11.5% |
| Participant deferral / active EE | $14,783 | $5,291+179.4% | $4,728+212.7% | $6,400+131.0% |
| Admin fee / account holder | $33,586 | $7,489+348.5% | $6,410+424.0% | $11,426+193.9% |