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 | $83,137 | $95,971-13.4% | $74,550+11.5% | $135,375-38.6% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -4.31% | 56.96%-61.3pp | 32.53%-36.8pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,181 | $2,716-19.7% | $1,961+11.2% | $4,779-54.4% |
| Participant deferral / active EE | $6,930 | $3,843+80.3% | $3,108+123.0% | $5,609+23.6% |
| Admin fee / account holder | $6,151 | $6,522-5.7% | $5,060+21.6% | $10,827-43.2% |