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 | $92,218 | $129,942-29.0% | $104,294-11.6% | $134,475-31.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.30% | 42.03%-52.3pp | 24.61%-34.9pp | 417.96%-428.3pp |
| Employer contribution / active EE | $16,669 | $4,184+298.4% | $3,372+394.4% | $4,740+251.7% |
| Participant deferral / active EE | $5,324 | $5,588-4.7% | $4,625+15.1% | $6,400-16.8% |
| Admin fee / account holder | $855 | $9,323-90.8% | $7,339-88.3% | $11,426-92.5% |