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 | $69,393 | $93,024-25.4% | $77,024-9.9% | $134,475-48.4% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -18.10% | 62.60%-80.7pp | 42.32%-60.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,281 | $3,418+54.5% | $2,812+87.8% | $4,740+11.4% |
| Participant deferral / active EE | $4,954 | $5,238-5.4% | $4,426+11.9% | $6,400-22.6% |
| Admin fee / account holder | $1,683 | $6,944-75.8% | $5,425-69.0% | $11,426-85.3% |