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 | $70,564 | $133,958-47.3% | $112,228-37.1% | $134,475-47.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -20.07% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,222 | $4,038+4.6% | $3,635+16.2% | $4,740-10.9% |
| Participant deferral / active EE | $1,577 | $5,291-70.2% | $4,728-66.6% | $6,400-75.4% |
| Admin fee / account holder | $2,889 | $7,489-61.4% | $6,410-54.9% | $11,426-74.7% |