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 | $102,972 | $67,331+52.9% | $60,874+69.2% | $134,475-23.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -1.46% | 49.93%-51.4pp | 16.90%-18.4pp | 417.96%-419.4pp |
| Employer contribution / active EE | $2,767 | $3,096-10.6% | $2,701+2.4% | $4,740-41.6% |
| Participant deferral / active EE | $3,002 | $4,538-33.9% | $3,817-21.3% | $6,400-53.1% |
| Admin fee / account holder | $10,538 | $4,582+130.0% | $3,224+226.8% | $11,426-7.8% |