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 | $97,761 | $95,971+1.9% | $74,550+31.1% | $135,375-27.8% |
| Participation rate | 81.0% | 75.7%+5.3pp | 69.1%+11.8pp | 82.6%-1.7pp |
| Annual return | -5.07% | 56.96%-62.0pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $794 | $2,716-70.8% | $1,961-59.5% | $4,779-83.4% |
| Participant deferral / active EE | $3,878 | $3,843+0.9% | $3,108+24.8% | $5,609-30.9% |
| Admin fee / account holder | $10,981 | $6,522+68.4% | $5,060+117.0% | $10,827+1.4% |