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 | $86,237 | $100,754-14.4% | $86,677-0.5% | $134,475-35.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.68% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,158 | $3,489-38.1% | $2,836-23.9% | $4,740-54.5% |
| Participant deferral / active EE | $5,278 | $5,338-1.1% | $4,656+13.4% | $6,400-17.5% |
| Admin fee / account holder | $2,982 | $10,926-72.7% | $7,493-60.2% | $11,426-73.9% |