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 | $45,460 | $93,024-51.1% | $77,024-41.0% | $134,475-66.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -14.95% | 62.60%-77.5pp | 42.32%-57.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $728 | $3,418-78.7% | $2,812-74.1% | $4,740-84.6% |
| Participant deferral / active EE | $5,991 | $5,238+14.4% | $4,426+35.3% | $6,400-6.4% |
| Admin fee / account holder | $1,057 | $6,944-84.8% | $5,425-80.5% | $11,426-90.7% |