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 | $87,438 | $133,958-34.7% | $112,228-22.1% | $134,475-35.0% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -11.66% | 47.11%-58.8pp | 27.45%-39.1pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,766 | $4,038-56.3% | $3,635-51.4% | $4,740-62.7% |
| Participant deferral / active EE | $4,985 | $5,291-5.8% | $4,728+5.4% | $6,400-22.1% |
| Admin fee / account holder | $11,891 | $7,489+58.8% | $6,410+85.5% | $11,426+4.1% |