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 | $81,448 | $93,024-12.4% | $77,024+5.7% | $134,475-39.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -17.80% | 62.60%-80.4pp | 42.32%-60.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,804 | $3,418+69.8% | $2,812+106.4% | $4,740+22.5% |
| Participant deferral / active EE | $10,661 | $5,238+103.5% | $4,426+140.8% | $6,400+66.6% |
| Admin fee / account holder | $33,426 | $6,944+381.4% | $5,425+516.1% | $11,426+192.5% |