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 | $117,019 | $99,032+18.2% | $80,019+46.2% | $135,375-13.6% |
| Participation rate | 81.0% | 78.4%+2.6pp | 75.8%+5.1pp | 82.6%-1.7pp |
| Annual return | -3.49% | 15.39%-18.9pp | 11.22%-14.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,868 | $4,282+13.7% | $3,686+32.1% | $5,609-13.2% |
| Admin fee / account holder | $32,433 | $10,436+210.8% | $6,521+397.4% | $10,827+199.6% |