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 | $74,804 | $167,484-55.3% | $151,611-50.7% | $134,475-44.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.12% | 7.80%-22.9pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,775 | $6,829-74.0% | $6,166-71.2% | $4,740-62.5% |
| Participant deferral / active EE | $5,314 | $8,986-40.9% | $8,363-36.5% | $6,400-17.0% |
| Admin fee / account holder | $5,822 | $13,783-57.8% | $11,616-49.9% | $11,426-49.0% |