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 | $90,737 | $100,754-9.9% | $86,677+4.7% | $134,475-32.5% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -12.98% | 29.04%-42.0pp | 35.91%-48.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,729 | $3,489-50.4% | $2,836-39.0% | $4,740-63.5% |
| Participant deferral / active EE | $5,460 | $5,338+2.3% | $4,656+17.3% | $6,400-14.7% |
| Admin fee / account holder | $11,458 | $10,926+4.9% | $7,493+52.9% | $11,426+0.3% |