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 | $138,058 | $100,754+37.0% | $86,677+59.3% | $134,475+2.7% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -7.86% | 29.04%-36.9pp | 35.91%-43.8pp | 417.96%-425.8pp |
| Employer contribution / active EE | $1,987 | $3,489-43.1% | $2,836-29.9% | $4,740-58.1% |
| Participant deferral / active EE | $8,611 | $5,338+61.3% | $4,656+85.0% | $6,400+34.5% |
| Admin fee / account holder | $17,994 | $10,926+64.7% | $7,493+140.1% | $11,426+57.5% |