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 | $84,736 | $78,694+7.7% | $67,652+25.3% | $125,391-32.4% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -3.02% | 9.46%-12.5pp | 6625.04%-6628.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $837 | $3,044-72.5% | $2,266-63.0% | $4,866-82.8% |
| Participant deferral / active EE | $2,443 | $4,292-43.1% | $3,560-31.4% | $5,352-54.4% |
| Admin fee / account holder | $2,264 | $7,403-69.4% | $4,821-53.0% | $9,540-76.3% |