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 | $72,940 | $92,222-20.9% | $76,768-5.0% | $135,375-46.1% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -7.79% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,142 | $3,216+91.0% | $2,485+147.1% | $4,779+28.5% |
| Participant deferral / active EE | $1,581 | $4,509-64.9% | $3,852-59.0% | $5,609-71.8% |
| Admin fee / account holder | $303 | $10,748-97.2% | $6,675-95.5% | $10,827-97.2% |