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 | $92,244 | $93,024-0.8% | $77,024+19.8% | $134,475-31.4% |
| Participation rate | 95.5% | 74.5%+21.0pp | 67.9%+27.5pp | 81.2%+14.2pp |
| Annual return | -15.43% | 62.60%-78.0pp | 42.32%-57.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,893 | $3,418+43.1% | $2,812+74.0% | $4,740+3.2% |
| Participant deferral / active EE | $5,860 | $5,238+11.9% | $4,426+32.4% | $6,400-8.4% |
| Admin fee / account holder | $6,223 | $6,944-10.4% | $5,425+14.7% | $11,426-45.5% |