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 | $97,289 | $133,958-27.4% | $112,228-13.3% | $134,475-27.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.02% | 47.11%-62.1pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,873 | $4,038-53.6% | $3,635-48.5% | $4,740-60.5% |
| Participant deferral / active EE | $4,636 | $5,291-12.4% | $4,728-1.9% | $6,400-27.6% |
| Admin fee / account holder | $519 | $7,489-93.1% | $6,410-91.9% | $11,426-95.5% |