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 | $105,753 | $93,024+13.7% | $77,024+37.3% | $134,475-21.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -18.25% | 62.60%-80.8pp | 42.32%-60.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,177 | $3,418-65.6% | $2,812-58.1% | $4,740-75.2% |
| Participant deferral / active EE | $5,914 | $5,238+12.9% | $4,426+33.6% | $6,400-7.6% |
| Admin fee / account holder | $2,095 | $6,944-69.8% | $5,425-61.4% | $11,426-81.7% |