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 | $76,428 | $93,024-17.8% | $77,024-0.8% | $134,475-43.2% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -19.92% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $5,146 | $3,418+50.6% | $2,812+83.0% | $4,740+8.6% |
| Participant deferral / active EE | $11,264 | $5,238+115.0% | $4,426+154.5% | $6,400+76.0% |
| Admin fee / account holder | $527 | $6,944-92.4% | $5,425-90.3% | $11,426-95.4% |