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 | $121,878 | $100,754+21.0% | $86,677+40.6% | $134,475-9.4% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -18.84% | 29.04%-47.9pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $6,579 | $3,489+88.6% | $2,836+132.0% | $4,740+38.8% |
| Participant deferral / active EE | $13,709 | $5,338+156.8% | $4,656+194.5% | $6,400+114.2% |
| Admin fee / account holder | $20,139 | $10,926+84.3% | $7,493+168.8% | $11,426+76.3% |