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 | $122,832 | $100,754+21.9% | $86,677+41.7% | $134,475-8.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.39% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,034 | $3,489-13.0% | $2,836+7.0% | $4,740-36.0% |
| Participant deferral / active EE | $6,403 | $5,338+19.9% | $4,656+37.5% | $6,4000% |
| Admin fee / account holder | $1,238 | $10,926-88.7% | $7,493-83.5% | $11,426-89.2% |