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 | $56,456 | $93,024-39.3% | $77,024-26.7% | $134,475-58.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.47% | 62.60%-75.1pp | 42.32%-54.8pp | 417.96%-430.4pp |
| Employer contribution / active EE | $754 | $3,418-77.9% | $2,812-73.2% | $4,740-84.1% |
| Participant deferral / active EE | $4,982 | $5,238-4.9% | $4,426+12.6% | $6,400-22.2% |
| Admin fee / account holder | $1,561 | $6,944-77.5% | $5,425-71.2% | $11,426-86.3% |