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 | $112,571 | $100,754+11.7% | $86,677+29.9% | $134,475-16.3% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -9.89% | 29.04%-38.9pp | 35.91%-45.8pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,384 | $3,489-31.7% | $2,836-16.0% | $4,740-49.7% |
| Participant deferral / active EE | $6,055 | $5,338+13.4% | $4,656+30.1% | $6,400-5.4% |
| Admin fee / account holder | $1,440 | $10,926-86.8% | $7,493-80.8% | $11,426-87.4% |