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 | $97,359 | $133,958-27.3% | $112,228-13.2% | $134,475-27.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -18.50% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,588 | $4,038+38.4% | $3,635+53.7% | $4,740+17.9% |
| Participant deferral / active EE | $12,944 | $5,291+144.7% | $4,728+173.8% | $6,400+102.3% |
| Admin fee / account holder | $2,041 | $7,489-72.7% | $6,410-68.2% | $11,426-82.1% |