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 | $92,783 | $127,386-27.2% | $115,037-19.3% | $125,391-26.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.37% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $4,064 | $5,166-21.3% | $4,608-11.8% | $4,866-16.5% |
| Participant deferral / active EE | $7,311 | $6,423+13.8% | $6,026+21.3% | $5,352+36.6% |
| Admin fee / account holder | $1,177 | $9,516-87.6% | $8,175-85.6% | $9,540-87.7% |