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 | $103,474 | $100,754+2.7% | $86,677+19.4% | $134,475-23.1% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -15.49% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $8,911 | $3,489+155.4% | $2,836+214.2% | $4,740+88.0% |
| Participant deferral / active EE | $6,508 | $5,338+21.9% | $4,656+39.8% | $6,400+1.7% |
| Admin fee / account holder | $593 | $10,926-94.6% | $7,493-92.1% | $11,426-94.8% |