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 | $91,475 | $93,024-1.7% | $77,024+18.8% | $134,475-32.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -10.99% | 62.60%-73.6pp | 42.32%-53.3pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,517 | $3,418+2.9% | $2,812+25.1% | $4,740-25.8% |
| Participant deferral / active EE | $7,034 | $5,238+34.3% | $4,426+58.9% | $6,400+9.9% |
| Admin fee / account holder | $38,100 | $6,944+448.7% | $5,425+602.3% | $11,426+233.5% |