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 6-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 | $111,456 | $100,754+10.6% | $86,677+28.6% | $134,475-17.1% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -16.48% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,998 | $3,489-42.8% | $2,836-29.6% | $4,740-57.9% |
| Participant deferral / active EE | $8,463 | $5,338+58.6% | $4,656+81.8% | $6,400+32.2% |
| Admin fee / account holder | $537 | $10,926-95.1% | $7,493-92.8% | $11,426-95.3% |