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 | $52,016 | $93,024-44.1% | $77,024-32.5% | $134,475-61.3% |
| Participation rate | 95.2% | 74.5%+20.8pp | 67.9%+27.3pp | 81.2%+14.0pp |
| Annual return | -20.60% | 62.60%-83.2pp | 42.32%-62.9pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,999 | $3,418-41.5% | $2,812-28.9% | $4,740-57.8% |
| Participant deferral / active EE | $4,783 | $5,238-8.7% | $4,426+8.1% | $6,400-25.3% |
| Admin fee / account holder | $2,902 | $6,944-58.2% | $5,425-46.5% | $11,426-74.6% |