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 | $87,651 | $133,958-34.6% | $112,228-21.9% | $134,475-34.8% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -15.83% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,100 | $4,038-23.2% | $3,635-14.7% | $4,740-34.6% |
| Participant deferral / active EE | $6,023 | $5,291+13.8% | $4,728+27.4% | $6,400-5.9% |
| Admin fee / account holder | $15,391 | $7,489+105.5% | $6,410+140.1% | $11,426+34.7% |