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 | $89,700 | $100,754-11.0% | $86,677+3.5% | $134,475-33.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.01% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,714 | $3,489+6.4% | $2,836+30.9% | $4,740-21.6% |
| Participant deferral / active EE | $7,959 | $5,338+49.1% | $4,656+71.0% | $6,400+24.4% |
| Admin fee / account holder | $7,138 | $10,926-34.7% | $7,493-4.7% | $11,426-37.5% |