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 | $93,700 | $92,222+1.6% | $76,768+22.1% | $135,375-30.8% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -8.63% | 5.46%-14.1pp | 2.43%-11.1pp | 519.73%-528.4pp |
| Employer contribution / active EE | $11,538 | $3,216+258.8% | $2,485+364.3% | $4,779+141.5% |
| Participant deferral / active EE | $4,994 | $4,509+10.8% | $3,852+29.7% | $5,609-11.0% |
| Admin fee / account holder | $1,846 | $10,748-82.8% | $6,675-72.3% | $10,827-83.0% |