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 | $112,514 | $95,862+17.4% | $79,550+41.4% | $134,475-16.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -17.08% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,683 | $3,128-14.2% | $2,413+11.2% | $4,740-43.4% |
| Participant deferral / active EE | $6,538 | $4,693+39.3% | $3,985+64.1% | $6,400+2.2% |
| Admin fee / account holder | $955 | $9,126-89.5% | $6,832-86.0% | $11,426-91.6% |