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 | $63,203 | $105,860-40.3% | $90,749-30.4% | $134,475-53.0% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.7%+20.1pp | 81.2%+14.6pp |
| Annual return | -11.11% | -11.01%-0.1pp | -12.16%+1.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $5,945 | $3,462+71.7% | $2,921+103.5% | $4,740+25.4% |
| Participant deferral / active EE | $3,757 | $5,216-28.0% | $4,564-17.7% | $6,400-41.3% |
| Admin fee / account holder | $4,078 | $13,938-70.7% | $8,445-51.7% | $11,426-64.3% |