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 | $79,282 | $133,958-40.8% | $112,228-29.4% | $134,475-41.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -13.10% | 47.11%-60.2pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $5,155 | $4,038+27.6% | $3,635+41.8% | $4,740+8.8% |
| Participant deferral / active EE | $6,503 | $5,291+22.9% | $4,728+37.6% | $6,400+1.6% |
| Admin fee / account holder | $17,208 | $7,489+129.8% | $6,410+168.5% | $11,426+50.6% |