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 | $111,606 | $100,754+10.8% | $86,677+28.8% | $134,475-17.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.91% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,973 | $3,489-14.8% | $2,836+4.8% | $4,740-37.3% |
| Participant deferral / active EE | $9,081 | $5,338+70.1% | $4,656+95.1% | $6,400+41.9% |
| Admin fee / account holder | $3,060 | $10,926-72.0% | $7,493-59.2% | $11,426-73.2% |