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 | $57,270 | $100,754-43.2% | $86,677-33.9% | $134,475-57.4% |
| Participation rate | 86.7% | 78.9%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -9.04% | 29.04%-38.1pp | 35.91%-44.9pp | 417.96%-427.0pp |
| Employer contribution / active EE | $2,938 | $3,489-15.8% | $2,836+3.6% | $4,740-38.0% |
| Participant deferral / active EE | $5,876 | $5,338+10.1% | $4,656+26.2% | $6,400-8.2% |
| Admin fee / account holder | $3,565 | $10,926-67.4% | $7,493-52.4% | $11,426-68.8% |