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 | $109,666 | $93,024+17.9% | $77,024+42.4% | $134,475-18.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -19.90% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,625 | $3,418-52.4% | $2,812-42.2% | $4,740-65.7% |
| Participant deferral / active EE | $3,329 | $5,238-36.5% | $4,426-24.8% | $6,400-48.0% |
| Admin fee / account holder | $2,367 | $6,944-65.9% | $5,425-56.4% | $11,426-79.3% |