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 | $48,679 | $93,024-47.7% | $77,024-36.8% | $134,475-63.8% |
| Participation rate | 95.5% | 74.5%+21.0pp | 67.9%+27.5pp | 81.2%+14.2pp |
| Annual return | -15.41% | 62.60%-78.0pp | 42.32%-57.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,734 | $3,418-49.3% | $2,812-38.3% | $4,740-63.4% |
| Participant deferral / active EE | $4,734 | $5,238-9.6% | $4,426+7.0% | $6,400-26.0% |
| Admin fee / account holder | $531 | $6,944-92.3% | $5,425-90.2% | $11,426-95.3% |