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 | $105,597 | $93,024+13.5% | $77,024+37.1% | $134,475-21.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.81% | 62.60%-80.4pp | 42.32%-60.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,527 | $3,418+3.2% | $2,812+25.4% | $4,740-25.6% |
| Participant deferral / active EE | $14,910 | $5,238+184.7% | $4,426+236.8% | $6,400+133.0% |
| Admin fee / account holder | $5,019 | $6,944-27.7% | $5,425-7.5% | $11,426-56.1% |