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 | $109,695 | $105,860+3.6% | $90,749+20.9% | $134,475-18.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -19.48% | -11.01%-8.5pp | -12.16%-7.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,182 | $3,462-8.1% | $2,921+8.9% | $4,740-32.9% |
| Participant deferral / active EE | $10,071 | $5,216+93.1% | $4,564+120.7% | $6,400+57.4% |
| Admin fee / account holder | $1,117 | $13,938-92.0% | $8,445-86.8% | $11,426-90.2% |