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 | $158,911 | $131,829+20.5% | $108,579+46.4% | $273,961-42.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.94% | -91.57%+100.5pp | -51.70%+60.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,483 | $4,912-29.1% | $3,758-7.3% | $4,869-28.5% |
| Participant deferral / active EE | $3,732 | $5,127-27.2% | $4,311-13.4% | $5,287-29.4% |
| Admin fee / account holder | $1,071 | $10,252-89.6% | $7,645-86.0% | $10,132-89.4% |