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 | $73,010 | $133,958-45.5% | $112,228-34.9% | $134,475-45.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -8.97% | 47.11%-56.1pp | 27.45%-36.4pp | 417.96%-426.9pp |
| Employer contribution / active EE | $5,298 | $4,038+31.2% | $3,635+45.8% | $4,740+11.8% |
| Participant deferral / active EE | $4,905 | $5,291-7.3% | $4,728+3.8% | $6,400-23.3% |
| Admin fee / account holder | $23,835 | $7,489+218.3% | $6,410+271.8% | $11,426+108.6% |