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 | $107,590 | $133,958-19.7% | $112,228-4.1% | $134,475-20.0% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -8.06% | 47.11%-55.2pp | 27.45%-35.5pp | 417.96%-426.0pp |
| Employer contribution / active EE | $4,428 | $4,038+9.7% | $3,635+21.8% | $4,740-6.6% |
| Participant deferral / active EE | $9,205 | $5,291+74.0% | $4,728+94.7% | $6,400+43.8% |
| Admin fee / account holder | $17,545 | $7,489+134.3% | $6,410+173.7% | $11,426+53.6% |