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 | $84,131 | $133,958-37.2% | $112,228-25.0% | $134,475-37.4% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -15.02% | 47.11%-62.1pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,025 | $4,038-0.3% | $3,635+10.8% | $4,740-15.1% |
| Participant deferral / active EE | $9,655 | $5,291+82.5% | $4,728+104.2% | $6,400+50.9% |
| Admin fee / account holder | $1,763 | $7,489-76.5% | $6,410-72.5% | $11,426-84.6% |