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 | $66,599 | $133,958-50.3% | $112,228-40.7% | $134,475-50.5% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -17.66% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,559 | $4,038-61.4% | $3,635-57.1% | $4,740-67.1% |
| Participant deferral / active EE | $3,342 | $5,291-36.8% | $4,728-29.3% | $6,400-47.8% |
| Admin fee / account holder | $9,179 | $7,489+22.6% | $6,410+43.2% | $11,426-19.7% |