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 | $105,343 | $95,971+9.8% | $74,550+41.3% | $135,375-22.2% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -3.26% | 56.96%-60.2pp | 32.53%-35.8pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,473 | $2,716+27.9% | $1,961+77.1% | $4,779-27.3% |
| Participant deferral / active EE | $4,261 | $3,843+10.9% | $3,108+37.1% | $5,609-24.0% |
| Admin fee / account holder | $17,927 | $6,522+174.9% | $5,060+254.3% | $10,827+65.6% |