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 | $105,205 | $107,791-2.4% | $90,645+16.1% | $135,375-22.3% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -5.19% | -0.90%-4.3pp | 1.88%-7.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,879 | $3,018+28.5% | $2,532+53.2% | $4,779-18.8% |
| Participant deferral / active EE | $7,613 | $3,872+96.6% | $3,425+122.3% | $5,609+35.7% |
| Admin fee / account holder | $871 | $5,930-85.3% | $4,994-82.6% | $10,827-92.0% |