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 | $67,057 | $93,024-27.9% | $77,024-12.9% | $134,475-50.1% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -17.45% | 62.60%-80.0pp | 42.32%-59.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,720 | $3,418+67.4% | $2,812+103.4% | $4,740+20.7% |
| Participant deferral / active EE | $3,389 | $5,238-35.3% | $4,426-23.4% | $6,400-47.0% |
| Admin fee / account holder | $934 | $6,944-86.6% | $5,425-82.8% | $11,426-91.8% |