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 | $91,227 | $93,024-1.9% | $77,024+18.4% | $134,475-32.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -20.25% | 62.60%-82.8pp | 42.32%-62.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,580 | $3,418-24.5% | $2,812-8.3% | $4,740-45.6% |
| Participant deferral / active EE | $7,174 | $5,238+37.0% | $4,426+62.1% | $6,400+12.1% |
| Admin fee / account holder | $1,209 | $6,944-82.6% | $5,425-77.7% | $11,426-89.4% |