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 | $71,603 | $93,024-23.0% | $77,024-7.0% | $134,475-46.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -16.12% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,880 | $3,418+42.8% | $2,812+73.5% | $4,740+3.0% |
| Participant deferral / active EE | $3,065 | $5,238-41.5% | $4,426-30.8% | $6,400-52.1% |
| Admin fee / account holder | $2,381 | $6,944-65.7% | $5,425-56.1% | $11,426-79.2% |