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 | $43,002 | $93,024-53.8% | $77,024-44.2% | $134,475-68.0% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -12.91% | 62.60%-75.5pp | 42.32%-55.2pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,590 | $3,418-53.5% | $2,812-43.5% | $4,740-66.5% |
| Participant deferral / active EE | $3,411 | $5,238-34.9% | $4,426-22.9% | $6,400-46.7% |
| Admin fee / account holder | $4,026 | $6,944-42.0% | $5,425-25.8% | $11,426-64.8% |