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 | $105,723 | $92,222+14.6% | $76,768+37.7% | $135,375-21.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.23% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,709 | $3,216-46.9% | $2,485-31.3% | $4,779-64.2% |
| Participant deferral / active EE | $9,361 | $4,509+107.6% | $3,852+143.0% | $5,609+66.9% |
| Admin fee / account holder | $848 | $10,748-92.1% | $6,675-87.3% | $10,827-92.2% |