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 | $73,957 | $133,958-44.8% | $112,228-34.1% | $134,475-45.0% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -16.82% | 47.11%-63.9pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,984 | $4,038-26.1% | $3,635-17.9% | $4,740-37.1% |
| Participant deferral / active EE | $8,231 | $5,291+55.6% | $4,728+74.1% | $6,400+28.6% |
| Admin fee / account holder | $3,727 | $7,489-50.2% | $6,410-41.9% | $11,426-67.4% |