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 | $96,295 | $97,757-1.5% | $83,848+14.8% | $135,375-28.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -6.99% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,687 | $4,222+34.7% | $3,631+56.6% | $4,779+19.0% |
| Participant deferral / active EE | $3,725 | $4,682-20.4% | $4,082-8.7% | $5,609-33.6% |
| Admin fee / account holder | $7,316 | $6,674+9.6% | $5,478+33.5% | $10,827-32.4% |