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 | $87,866 | $100,754-12.8% | $86,677+1.4% | $134,475-34.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.35% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,927 | $3,489+12.6% | $2,836+38.5% | $4,740-17.1% |
| Participant deferral / active EE | $4,909 | $5,338-8.0% | $4,656+5.4% | $6,400-23.3% |
| Admin fee / account holder | $984 | $10,926-91.0% | $7,493-86.9% | $11,426-91.4% |