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 | $60,050 | $93,024-35.4% | $77,024-22.0% | $134,475-55.3% |
| Participation rate | 94.4% | 74.5%+20.0pp | 67.9%+26.5pp | 81.2%+13.2pp |
| Annual return | -21.26% | 62.60%-83.9pp | 42.32%-63.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,279 | $3,418-33.3% | $2,812-19.0% | $4,740-51.9% |
| Participant deferral / active EE | $5,480 | $5,238+4.6% | $4,426+23.8% | $6,400-14.4% |
| Admin fee / account holder | $8,222 | $6,944+18.4% | $5,425+51.5% | $11,426-28.0% |