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 | $106,973 | $100,754+6.2% | $86,677+23.4% | $134,475-20.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.29% | 29.04%-44.3pp | 35.91%-51.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $9,046 | $3,489+159.2% | $2,836+218.9% | $4,740+90.9% |
| Participant deferral / active EE | $7,445 | $5,338+39.5% | $4,656+59.9% | $6,400+16.3% |
| Admin fee / account holder | $2,004 | $10,926-81.7% | $7,493-73.3% | $11,426-82.5% |