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 | $84,402 | $167,484-49.6% | $151,611-44.3% | $134,475-37.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.45% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,126 | $6,829-54.2% | $6,166-49.3% | $4,740-34.0% |
| Participant deferral / active EE | $6,550 | $8,986-27.1% | $8,363-21.7% | $6,400+2.3% |
| Admin fee / account holder | $2,585 | $13,783-81.2% | $11,616-77.7% | $11,426-77.4% |