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 | $114,418 | $100,754+13.6% | $86,677+32.0% | $134,475-14.9% |
| Participation rate | 70.6% | 78.9%-8.3pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -13.58% | 29.04%-42.6pp | 35.91%-49.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,857 | $3,489-46.8% | $2,836-34.5% | $4,740-60.8% |
| Participant deferral / active EE | $4,755 | $5,338-10.9% | $4,656+2.1% | $6,400-25.7% |
| Admin fee / account holder | $60,742 | $10,926+455.9% | $7,493+710.6% | $11,426+431.6% |