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 | $110,521 | $167,484-34.0% | $151,611-27.1% | $134,475-17.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.60% | 7.80%-19.4pp | 3.33%-14.9pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,984 | $6,829-70.9% | $6,166-67.8% | $4,740-58.1% |
| Participant deferral / active EE | $8,245 | $8,986-8.2% | $8,363-1.4% | $6,400+28.8% |
| Admin fee / account holder | $3,262 | $13,783-76.3% | $11,616-71.9% | $11,426-71.5% |