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 | $81,631 | $92,222-11.5% | $76,768+6.3% | $135,375-39.7% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -7.86% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,582 | $3,216-19.7% | $2,485+3.9% | $4,779-46.0% |
| Participant deferral / active EE | $8,079 | $4,509+79.2% | $3,852+109.7% | $5,609+44.0% |
| Admin fee / account holder | $1,334 | $10,748-87.6% | $6,675-80.0% | $10,827-87.7% |