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 | $117,807 | $95,862+22.9% | $79,550+48.1% | $134,475-12.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -10.64% | -2.69%-8.0pp | 0.16%-10.8pp | 417.96%-428.6pp |
| Employer contribution / active EE | $8,635 | $3,128+176.1% | $2,413+257.8% | $4,740+82.2% |
| Participant deferral / active EE | $3,868 | $4,693-17.6% | $3,985-2.9% | $6,400-39.6% |
| Admin fee / account holder | $9,471 | $9,126+3.8% | $6,832+38.6% | $11,426-17.1% |