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 | $119,914 | $104,106+15.2% | $71,086+68.7% | $135,375-11.4% |
| Participation rate | 70.0% | 65.7%+4.3pp | 54.7%+15.3pp | 82.6%-12.6pp |
| Annual return | -8.10% | 1256.30%-1264.4pp | 650.59%-658.7pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,858 | $1,485+25.2% | $1,088+70.9% | $4,779-61.1% |
| Participant deferral / active EE | $4,453 | $2,527+76.2% | $1,874+137.6% | $5,609-20.6% |
| Admin fee / account holder | $4,653 | $4,142+12.4% | $3,082+51.0% | $10,827-57.0% |