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 | $85,335 | $133,958-36.3% | $112,228-24.0% | $134,475-36.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -19.38% | 47.11%-66.5pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,740 | $4,038-7.4% | $3,635+2.9% | $4,740-21.1% |
| Participant deferral / active EE | $13,619 | $5,291+157.4% | $4,728+188.1% | $6,400+112.8% |
| Admin fee / account holder | $2,642 | $7,489-64.7% | $6,410-58.8% | $11,426-76.9% |