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 | $103,538 | $152,509-32.1% | $117,472-11.9% | $134,475-23.0% |
| Participation rate | 90.5% | 77.1%+13.4pp | 70.6%+19.9pp | 81.2%+9.3pp |
| Annual return | -16.38% | 52.99%-69.4pp | 29.74%-46.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,926 | $5,571+6.4% | $4,176+41.9% | $4,740+25.0% |
| Participant deferral / active EE | $3,160 | $4,818-34.4% | $4,070-22.4% | $6,400-50.6% |
| Admin fee / account holder | $4,229 | $7,004-39.6% | $5,645-25.1% | $11,426-63.0% |