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 | $57,834 | $93,024-37.8% | $77,024-24.9% | $134,475-57.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -16.28% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,622 | $3,418-52.6% | $2,812-42.3% | $4,740-65.8% |
| Participant deferral / active EE | $2,899 | $5,238-44.7% | $4,426-34.5% | $6,400-54.7% |
| Admin fee / account holder | $2,604 | $6,944-62.5% | $5,425-52.0% | $11,426-77.2% |