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 | $63,801 | $100,754-36.7% | $86,677-26.4% | $134,475-52.6% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -14.90% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,171 | $3,489-37.8% | $2,836-23.5% | $4,740-54.2% |
| Participant deferral / active EE | $3,030 | $5,338-43.2% | $4,656-34.9% | $6,400-52.6% |
| Admin fee / account holder | $8,105 | $10,926-25.8% | $7,493+8.2% | $11,426-29.1% |