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 | $107,553 | $100,754+6.7% | $86,677+24.1% | $134,475-20.0% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -16.70% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $11,786 | $3,489+237.8% | $2,836+315.5% | $4,740+148.7% |
| Participant deferral / active EE | $7,410 | $5,338+38.8% | $4,656+59.2% | $6,400+15.8% |
| Admin fee / account holder | $1,601 | $10,926-85.3% | $7,493-78.6% | $11,426-86.0% |