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 5-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 | $57,506 | $167,484-65.7% | $151,611-62.1% | $134,475-57.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.54% | 7.80%-22.3pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $12,000 | $6,829+75.7% | $6,166+94.6% | $4,740+153.2% |
| Participant deferral / active EE | $13,000 | $8,986+44.7% | $8,363+55.4% | $6,400+103.1% |
| Admin fee / account holder | $1,219 | $13,783-91.2% | $11,616-89.5% | $11,426-89.3% |