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 | $78,026 | $127,386-38.7% | $115,037-32.2% | $125,391-37.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.01% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $4,009 | $5,166-22.4% | $4,608-13.0% | $4,866-17.6% |
| Participant deferral / active EE | $3,667 | $6,423-42.9% | $6,026-39.2% | $5,352-31.5% |
| Admin fee / account holder | $889 | $9,516-90.7% | $8,175-89.1% | $9,540-90.7% |