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 | $131,500 | $100,754+30.5% | $86,677+51.7% | $134,475-2.2% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -9.16% | 29.04%-38.2pp | 35.91%-45.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,723 | $3,489-22.0% | $2,836-4.0% | $4,740-42.5% |
| Participant deferral / active EE | $4,091 | $5,338-23.4% | $4,656-12.1% | $6,400-36.1% |
| Admin fee / account holder | $7,319 | $10,926-33.0% | $7,493-2.3% | $11,426-35.9% |