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 | $111,439 | $100,754+10.6% | $86,677+28.6% | $134,475-17.1% |
| Participation rate | 87.0% | 78.9%+8.0pp | 76.6%+10.4pp | 81.2%+5.7pp |
| Annual return | -17.83% | 29.04%-46.9pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,312 | $3,489-33.7% | $2,836-18.5% | $4,740-51.2% |
| Participant deferral / active EE | $5,878 | $5,338+10.1% | $4,656+26.2% | $6,400-8.2% |
| Admin fee / account holder | $7,445 | $10,926-31.9% | $7,493-0.6% | $11,426-34.8% |