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 | $130,756 | $93,024+40.6% | $77,024+69.8% | $134,475-2.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -16.32% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,866 | $3,418-16.1% | $2,812+1.9% | $4,740-39.5% |
| Participant deferral / active EE | $4,913 | $5,238-6.2% | $4,426+11.0% | $6,400-23.2% |
| Admin fee / account holder | $558 | $6,944-92.0% | $5,425-89.7% | $11,426-95.1% |