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 | $100,793 | $100,7540% | $86,677+16.3% | $134,475-25.0% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -13.43% | 29.04%-42.5pp | 35.91%-49.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,514 | $3,489-56.6% | $2,836-46.6% | $4,740-68.1% |
| Participant deferral / active EE | $6,266 | $5,338+17.4% | $4,656+34.6% | $6,400-2.1% |
| Admin fee / account holder | $44,578 | $10,926+308.0% | $7,493+494.9% | $11,426+290.1% |