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 | $87,019 | $152,509-42.9% | $117,472-25.9% | $134,475-35.3% |
| Participation rate | 81.3% | 77.1%+4.2pp | 70.6%+10.7pp | 81.2%0pp |
| Annual return | -12.70% | 52.99%-65.7pp | 29.74%-42.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $7,898 | $5,571+41.8% | $4,176+89.1% | $4,740+66.6% |
| Participant deferral / active EE | $3,633 | $4,818-24.6% | $4,070-10.7% | $6,400-43.2% |
| Admin fee / account holder | $10,453 | $7,004+49.2% | $5,645+85.2% | $11,426-8.5% |