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 | $89,400 | $100,754-11.3% | $86,677+3.1% | $134,475-33.5% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.95% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,241 | $3,489+21.5% | $2,836+49.5% | $4,740-10.5% |
| Participant deferral / active EE | $9,491 | $5,338+77.8% | $4,656+103.9% | $6,400+48.3% |
| Admin fee / account holder | $40,963 | $10,926+274.9% | $7,493+446.7% | $11,426+258.5% |