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 | $97,106 | $133,958-27.5% | $112,228-13.5% | $134,475-27.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.95% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,250 | $4,038+5.3% | $3,635+16.9% | $4,740-10.3% |
| Participant deferral / active EE | $8,080 | $5,291+52.7% | $4,728+70.9% | $6,400+26.3% |
| Admin fee / account holder | $3,929 | $7,489-47.5% | $6,410-38.7% | $11,426-65.6% |