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 | $14,600 | $93,024-84.3% | $77,024-81.0% | $134,475-89.1% |
| Participation rate | 95.2% | 74.5%+20.8pp | 67.9%+27.3pp | 81.2%+14.0pp |
| Annual return | -17.72% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,247 | $3,418-34.3% | $2,812-20.1% | $4,740-52.6% |
| Participant deferral / active EE | $3,107 | $5,238-40.7% | $4,426-29.8% | $6,400-51.4% |
| Admin fee / account holder | $1,316 | $6,944-81.0% | $5,425-75.7% | $11,426-88.5% |