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 | $52,766 | $133,958-60.6% | $112,228-53.0% | $134,475-60.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.05% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,213 | $4,038-45.2% | $3,635-39.1% | $4,740-53.3% |
| Participant deferral / active EE | $4,537 | $5,291-14.2% | $4,728-4.0% | $6,400-29.1% |
| Admin fee / account holder | $403 | $7,489-94.6% | $6,410-93.7% | $11,426-96.5% |