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 | $82,328 | $167,484-50.8% | $151,611-45.7% | $134,475-38.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.06% | 7.80%-28.9pp | 3.33%-24.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,548 | $6,829-48.0% | $6,166-42.5% | $4,740-25.1% |
| Participant deferral / active EE | $8,581 | $8,986-4.5% | $8,363+2.6% | $6,400+34.1% |
| Admin fee / account holder | $1,122 | $13,783-91.9% | $11,616-90.3% | $11,426-90.2% |