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 | $85,920 | $100,754-14.7% | $86,677-0.9% | $134,475-36.1% |
| Participation rate | 91.3% | 78.9%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | -14.68% | 29.04%-43.7pp | 35.91%-50.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,359 | $3,489-3.7% | $2,836+18.4% | $4,740-29.1% |
| Participant deferral / active EE | $4,080 | $5,338-23.6% | $4,656-12.4% | $6,400-36.2% |
| Admin fee / account holder | $426 | $10,926-96.1% | $7,493-94.3% | $11,426-96.3% |