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 | $104,552 | $133,958-22.0% | $112,228-6.8% | $134,475-22.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -16.98% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,902 | $4,038-3.4% | $3,635+7.3% | $4,740-17.7% |
| Participant deferral / active EE | $6,516 | $5,291+23.2% | $4,728+37.8% | $6,400+1.8% |
| Admin fee / account holder | $15,773 | $7,489+110.6% | $6,410+146.1% | $11,426+38.0% |