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 | $77,555 | $167,484-53.7% | $151,611-48.8% | $134,475-42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.92% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $6,069 | $6,829-11.1% | $6,166-1.6% | $4,740+28.1% |
| Participant deferral / active EE | $5,384 | $8,986-40.1% | $8,363-35.6% | $6,400-15.9% |
| Admin fee / account holder | $18,054 | $13,783+31.0% | $11,616+55.4% | $11,426+58.0% |