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 | $139,117 | $93,024+49.5% | $77,024+80.6% | $134,475+3.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -19.87% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $473 | $3,418-86.2% | $2,812-83.2% | $4,740-90.0% |
| Participant deferral / active EE | $4,068 | $5,238-22.3% | $4,426-8.1% | $6,400-36.4% |
| Admin fee / account holder | $38,425 | $6,944+453.4% | $5,425+608.3% | $11,426+236.3% |