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 | $98,634 | $67,331+46.5% | $60,874+62.0% | $134,475-26.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -7.85% | 49.93%-57.8pp | 16.90%-24.7pp | 417.96%-425.8pp |
| Employer contribution / active EE | $4,060 | $3,096+31.1% | $2,701+50.3% | $4,740-14.3% |
| Participant deferral / active EE | $10,950 | $4,538+141.3% | $3,817+186.9% | $6,400+71.1% |
| Admin fee / account holder | $767 | $4,582-83.3% | $3,224-76.2% | $11,426-93.3% |