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 | $59,019 | $67,331-12.3% | $60,874-3.0% | $134,475-56.1% |
| Participation rate | 76.5% | 76.2%+0.3pp | 73.1%+3.4pp | 81.2%-4.8pp |
| Annual return | -7.48% | 49.93%-57.4pp | 16.90%-24.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,635 | $3,096-14.9% | $2,701-2.4% | $4,740-44.4% |
| Participant deferral / active EE | $1,668 | $4,538-63.2% | $3,817-56.3% | $6,400-73.9% |
| Admin fee / account holder | $801 | $4,582-82.5% | $3,224-75.1% | $11,426-93.0% |