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 | $93,195 | $133,958-30.4% | $112,228-17.0% | $134,475-30.7% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -13.38% | 47.11%-60.5pp | 27.45%-40.8pp | 417.96%-431.3pp |
| Employer contribution / active EE | $10,652 | $4,038+163.8% | $3,635+193.1% | $4,740+124.7% |
| Participant deferral / active EE | $7,978 | $5,291+50.8% | $4,728+68.7% | $6,400+24.7% |
| Admin fee / account holder | $2,817 | $7,489-62.4% | $6,410-56.1% | $11,426-75.3% |