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 | $125,534 | $100,754+24.6% | $86,677+44.8% | $134,475-6.6% |
| Participation rate | 95.7% | 78.9%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -20.02% | 29.04%-49.1pp | 35.91%-55.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,309 | $3,489-5.2% | $2,836+16.7% | $4,740-30.2% |
| Participant deferral / active EE | $9,836 | $5,338+84.3% | $4,656+111.3% | $6,400+53.7% |
| Admin fee / account holder | $2,220 | $10,926-79.7% | $7,493-70.4% | $11,426-80.6% |