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 | $116,057 | $180,449-35.7% | $154,107-24.7% | $135,375-14.3% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -4.43% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,175 | $6,035-47.4% | $5,298-40.1% | $4,779-33.6% |
| Participant deferral / active EE | $5,603 | $5,806-3.5% | $5,081+10.3% | $5,609-0.1% |
| Admin fee / account holder | $12,847 | $16,143-20.4% | $13,411-4.2% | $10,827+18.7% |