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 | $84,239 | $167,484-49.7% | $151,611-44.4% | $134,475-37.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.26% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,769 | $6,829-44.8% | $6,166-38.9% | $4,740-20.5% |
| Participant deferral / active EE | $5,828 | $8,986-35.1% | $8,363-30.3% | $6,400-8.9% |
| Admin fee / account holder | $1,812 | $13,783-86.9% | $11,616-84.4% | $11,426-84.1% |