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 | $108,027 | $100,754+7.2% | $86,677+24.6% | $134,475-19.7% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -19.50% | 29.04%-48.5pp | 35.91%-55.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,809 | $3,489+37.8% | $2,836+69.5% | $4,740+1.5% |
| Participant deferral / active EE | $13,432 | $5,338+151.6% | $4,656+188.5% | $6,400+109.9% |
| Admin fee / account holder | $1,768 | $10,926-83.8% | $7,493-76.4% | $11,426-84.5% |