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 | $107,865 | $100,754+7.1% | $86,677+24.4% | $134,475-19.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.18% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,429 | $3,489+26.9% | $2,836+56.1% | $4,740-6.6% |
| Participant deferral / active EE | $9,439 | $5,338+76.8% | $4,656+102.8% | $6,400+47.5% |
| Admin fee / account holder | $1,262 | $10,926-88.4% | $7,493-83.2% | $11,426-89.0% |