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 | $65,371 | $93,024-29.7% | $77,024-15.1% | $134,475-51.4% |
| Participation rate | 76.5% | 74.5%+2.0pp | 67.9%+8.6pp | 81.2%-4.8pp |
| Annual return | -18.03% | 62.60%-80.6pp | 42.32%-60.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,717 | $3,418-20.5% | $2,812-3.4% | $4,740-42.7% |
| Participant deferral / active EE | $6,341 | $5,238+21.1% | $4,426+43.3% | $6,400-0.9% |
| Admin fee / account holder | $1,476 | $6,944-78.7% | $5,425-72.8% | $11,426-87.1% |