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 | $57,487 | $93,024-38.2% | $77,024-25.4% | $134,475-57.3% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -15.16% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,717 | $3,418-20.5% | $2,812-3.4% | $4,740-42.7% |
| Participant deferral / active EE | $4,648 | $5,238-11.3% | $4,426+5.0% | $6,400-27.4% |
| Admin fee / account holder | $1,205 | $6,944-82.6% | $5,425-77.8% | $11,426-89.5% |