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 3-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 | $97,335 | $100,754-3.4% | $86,677+12.3% | $134,475-27.6% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -13.93% | 29.04%-43.0pp | 35.91%-49.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,464 | $3,489-0.7% | $2,836+22.1% | $4,740-26.9% |
| Participant deferral / active EE | $6,451 | $5,338+20.9% | $4,656+38.6% | $6,400+0.8% |
| Admin fee / account holder | $43,604 | $10,926+299.1% | $7,493+481.9% | $11,426+281.6% |