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 | $80,265 | $93,024-13.7% | $77,024+4.2% | $134,475-40.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -17.95% | 62.60%-80.5pp | 42.32%-60.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,248 | $3,418-63.5% | $2,812-55.6% | $4,740-73.7% |
| Participant deferral / active EE | $2,093 | $5,238-60.0% | $4,426-52.7% | $6,400-67.3% |
| Admin fee / account holder | $1,070 | $6,944-84.6% | $5,425-80.3% | $11,426-90.6% |