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 | $56,598 | $93,024-39.2% | $77,024-26.5% | $134,475-57.9% |
| Participation rate | 78.6% | 74.5%+4.1pp | 67.9%+10.7pp | 81.2%-2.7pp |
| Annual return | -16.22% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $720 | $3,418-78.9% | $2,812-74.4% | $4,740-84.8% |
| Participant deferral / active EE | $3,624 | $5,238-30.8% | $4,426-18.1% | $6,400-43.4% |
| Admin fee / account holder | $1,479 | $6,944-78.7% | $5,425-72.7% | $11,426-87.1% |