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 | $30,825 | $93,024-66.9% | $77,024-60.0% | $134,475-77.1% |
| Participation rate | 84.6% | 74.5%+10.1pp | 67.9%+16.7pp | 81.2%+3.4pp |
| Annual return | -19.33% | 62.60%-81.9pp | 42.32%-61.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,004 | $3,418-41.4% | $2,812-28.7% | $4,740-57.7% |
| Participant deferral / active EE | $4,678 | $5,238-10.7% | $4,426+5.7% | $6,400-26.9% |
| Admin fee / account holder | $843 | $6,944-87.9% | $5,425-84.5% | $11,426-92.6% |