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 | $59,672 | $93,024-35.9% | $77,024-22.5% | $134,475-55.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -14.22% | 62.60%-76.8pp | 42.32%-56.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,449 | $3,418+0.9% | $2,812+22.6% | $4,740-27.2% |
| Participant deferral / active EE | $6,550 | $5,238+25.1% | $4,426+48.0% | $6,400+2.4% |
| Admin fee / account holder | $11,941 | $6,944+72.0% | $5,425+120.1% | $11,426+4.5% |