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 | $73,965 | $129,942-43.1% | $104,294-29.1% | $134,475-45.0% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -18.54% | 42.03%-60.6pp | 24.61%-43.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,962 | $4,184-5.3% | $3,372+17.5% | $4,740-16.4% |
| Participant deferral / active EE | $6,143 | $5,588+9.9% | $4,625+32.8% | $6,400-4.0% |
| Admin fee / account holder | $1,193 | $9,323-87.2% | $7,339-83.7% | $11,426-89.6% |