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 | $100,830 | $135,635-25.7% | $110,238-8.5% | $135,375-25.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -3.12% | 513.19%-516.3pp | 314.74%-317.9pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,849 | $4,906-41.9% | $3,826-25.5% | $4,779-40.4% |
| Participant deferral / active EE | $4,560 | $5,506-17.2% | $4,672-2.4% | $5,609-18.7% |
| Admin fee / account holder | $541 | $11,457-95.3% | $8,547-93.7% | $10,827-95.0% |