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 | $107,360 | $133,958-19.9% | $112,228-4.3% | $134,475-20.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.61% | 47.11%-61.7pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,976 | $4,038-51.1% | $3,635-45.6% | $4,740-58.3% |
| Participant deferral / active EE | $10,716 | $5,291+102.6% | $4,728+126.7% | $6,400+67.4% |
| Admin fee / account holder | $2,153 | $7,489-71.3% | $6,410-66.4% | $11,426-81.2% |