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 | $74,439 | $133,958-44.4% | $112,228-33.7% | $134,475-44.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -17.40% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,100 | $4,038-72.8% | $3,635-69.7% | $4,740-76.8% |
| Participant deferral / active EE | $2,738 | $5,291-48.2% | $4,728-42.1% | $6,400-57.2% |
| Admin fee / account holder | $1,945 | $7,489-74.0% | $6,410-69.7% | $11,426-83.0% |