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 | $101,846 | $90,519+12.5% | $93,789+8.6% | $134,475-24.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 81.0%+4.8pp | 81.2%+4.5pp |
| Annual return | -16.15% | -15.72%-0.4pp | -11.33%-4.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $10,447 | $4,343+140.6% | $4,323+141.7% | $4,740+120.4% |
| Participant deferral / active EE | $7,114 | $5,978+19.0% | $6,094+16.7% | $6,400+11.2% |
| Admin fee / account holder | $10,730 | $9,252+16.0% | $7,195+49.1% | $11,426-6.1% |