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 7-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 | $66,807 | $100,754-33.7% | $86,677-22.9% | $134,475-50.3% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.06% | 29.04%-47.1pp | 35.91%-54.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,923 | $3,489+12.4% | $2,836+38.3% | $4,740-17.2% |
| Participant deferral / active EE | $13,765 | $5,338+157.9% | $4,656+195.7% | $6,400+115.1% |
| Admin fee / account holder | $558 | $10,926-94.9% | $7,493-92.6% | $11,426-95.1% |