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 | $103,234 | $167,484-38.4% | $151,611-31.9% | $134,475-23.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.21% | 7.80%-28.0pp | 3.33%-23.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,045 | $6,829-55.4% | $6,166-50.6% | $4,740-35.8% |
| Participant deferral / active EE | $19,350 | $8,986+115.3% | $8,363+131.4% | $6,400+202.4% |
| Admin fee / account holder | $1,628 | $13,783-88.2% | $11,616-86.0% | $11,426-85.8% |