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 6-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 | $102,439 | $93,024+10.1% | $77,024+33.0% | $134,475-23.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.50% | 62.60%-81.1pp | 42.32%-60.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,758 | $3,418-19.3% | $2,812-1.9% | $4,740-41.8% |
| Participant deferral / active EE | $9,412 | $5,238+79.7% | $4,426+112.6% | $6,400+47.1% |
| Admin fee / account holder | $3,806 | $6,944-45.2% | $5,425-29.8% | $11,426-66.7% |