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 | $71,463 | $93,024-23.2% | $77,024-7.2% | $134,475-46.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -17.84% | 62.60%-80.4pp | 42.32%-60.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,011 | $3,418-70.4% | $2,812-64.0% | $4,740-78.7% |
| Participant deferral / active EE | $5,025 | $5,238-4.1% | $4,426+13.5% | $6,400-21.5% |
| Admin fee / account holder | $1,976 | $6,944-71.5% | $5,425-63.6% | $11,426-82.7% |