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 | $84,024 | $85,790-2.1% | $67,313+24.8% | $135,375-37.9% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -6.33% | -0.54%-5.8pp | -4.08%-2.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,175 | $3,487-37.6% | $2,566-15.2% | $4,779-54.5% |
| Participant deferral / active EE | $4,999 | $4,651+7.5% | $3,568+40.1% | $5,609-10.9% |
| Admin fee / account holder | $35,621 | $6,392+457.2% | $4,507+690.4% | $10,827+229.0% |