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 | $106,352 | $133,958-20.6% | $112,228-5.2% | $134,475-20.9% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -16.97% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,612 | $4,038-10.5% | $3,635-0.6% | $4,740-23.8% |
| Participant deferral / active EE | $9,323 | $5,291+76.2% | $4,728+97.2% | $6,400+45.7% |
| Admin fee / account holder | $1,780 | $7,489-76.2% | $6,410-72.2% | $11,426-84.4% |