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 | $117,387 | $100,754+16.5% | $86,677+35.4% | $134,475-12.7% |
| Participation rate | 95.8% | 78.9%+16.9pp | 76.6%+19.3pp | 81.2%+14.6pp |
| Annual return | -11.99% | 29.04%-41.0pp | 35.91%-47.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $3,606 | $3,489+3.3% | $2,836+27.1% | $4,740-23.9% |
| Participant deferral / active EE | $5,271 | $5,338-1.3% | $4,656+13.2% | $6,400-17.6% |
| Admin fee / account holder | $3,193 | $10,926-70.8% | $7,493-57.4% | $11,426-72.1% |