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 | $86,229 | $133,958-35.6% | $112,228-23.2% | $134,475-35.9% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -14.02% | 47.11%-61.1pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,566 | $4,038-36.5% | $3,635-29.4% | $4,740-45.9% |
| Participant deferral / active EE | $7,260 | $5,291+37.2% | $4,728+53.6% | $6,400+13.4% |
| Admin fee / account holder | $12,391 | $7,489+65.5% | $6,410+93.3% | $11,426+8.4% |