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 | $101,535 | $100,754+0.8% | $86,677+17.1% | $134,475-24.5% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -15.99% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,818 | $3,489-19.2% | $2,836-0.6% | $4,740-40.5% |
| Participant deferral / active EE | $4,950 | $5,338-7.3% | $4,656+6.3% | $6,400-22.7% |
| Admin fee / account holder | $26,250 | $10,926+140.2% | $7,493+250.3% | $11,426+129.7% |