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 | $73,827 | $100,754-26.7% | $86,677-14.8% | $134,475-45.1% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -17.84% | 29.04%-46.9pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,859 | $3,489-18.1% | $2,836+0.8% | $4,740-39.7% |
| Participant deferral / active EE | $6,640 | $5,338+24.4% | $4,656+42.6% | $6,400+3.7% |
| Admin fee / account holder | $7,822 | $10,926-28.4% | $7,493+4.4% | $11,426-31.5% |