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 | $66,110 | $167,484-60.5% | $151,611-56.4% | $134,475-50.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.93% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $17,216 | $6,829+152.1% | $6,166+179.2% | $4,740+263.2% |
| Participant deferral / active EE | $7,905 | $8,986-12.0% | $8,363-5.5% | $6,400+23.5% |
| Admin fee / account holder | $343 | $13,783-97.5% | $11,616-97.1% | $11,426-97.0% |