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 | $117,395 | $100,754+16.5% | $86,677+35.4% | $134,475-12.7% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -13.08% | 29.04%-42.1pp | 35.91%-49.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,247 | $3,489-6.9% | $2,836+14.5% | $4,740-31.5% |
| Participant deferral / active EE | $9,516 | $5,338+78.3% | $4,656+104.4% | $6,400+48.7% |
| Admin fee / account holder | $49,874 | $10,926+356.5% | $7,493+565.6% | $11,426+336.5% |