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 | $99,037 | $99,0320% | $80,019+23.8% | $135,375-26.8% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -5.73% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,712 | $3,043-43.7% | $2,468-30.6% | $4,779-64.2% |
| Participant deferral / active EE | $7,219 | $4,282+68.6% | $3,686+95.9% | $5,609+28.7% |
| Admin fee / account holder | $40,917 | $10,436+292.1% | $6,521+527.5% | $10,827+277.9% |