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 7-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 | $30,775 | $93,024-66.9% | $77,024-60.0% | $134,475-77.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -17.17% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,315 | $3,418-32.3% | $2,812-17.7% | $4,740-51.2% |
| Participant deferral / active EE | $5,836 | $5,238+11.4% | $4,426+31.8% | $6,400-8.8% |
| Admin fee / account holder | $1,930 | $6,944-72.2% | $5,425-64.4% | $11,426-83.1% |