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 8-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 | $96,717 | $129,942-25.6% | $104,294-7.3% | $134,475-28.1% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -19.94% | 42.03%-62.0pp | 24.61%-44.6pp | 417.96%-437.9pp |
| Employer contribution / active EE | $5,663 | $4,184+35.3% | $3,372+68.0% | $4,740+19.5% |
| Participant deferral / active EE | $9,420 | $5,588+68.6% | $4,625+103.7% | $6,400+47.2% |
| Admin fee / account holder | $480 | $9,323-94.9% | $7,339-93.5% | $11,426-95.8% |