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 | $84,082 | $93,024-9.6% | $77,024+9.2% | $134,475-37.5% |
| Participation rate | 90.5% | 74.5%+16.0pp | 67.9%+22.6pp | 81.2%+9.3pp |
| Annual return | -17.10% | 62.60%-79.7pp | 42.32%-59.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,536 | $3,418-25.8% | $2,812-9.8% | $4,740-46.5% |
| Participant deferral / active EE | $6,384 | $5,238+21.9% | $4,426+44.2% | $6,400-0.2% |
| Admin fee / account holder | $971 | $6,944-86.0% | $5,425-82.1% | $11,426-91.5% |