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 | $97,861 | $95,971+2.0% | $74,550+31.3% | $135,375-27.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.21% | 56.96%-65.2pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,865 | $2,716-31.4% | $1,961-4.9% | $4,779-61.0% |
| Participant deferral / active EE | $6,056 | $3,843+57.6% | $3,108+94.9% | $5,609+8.0% |
| Admin fee / account holder | $6,128 | $6,522-6.0% | $5,060+21.1% | $10,827-43.4% |