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 | $59,187 | $167,484-64.7% | $151,611-61.0% | $134,475-56.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.30% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $10,082 | $6,829+47.6% | $6,166+63.5% | $4,740+112.7% |
| Participant deferral / active EE | $23,063 | $8,986+156.7% | $8,363+175.8% | $6,400+260.4% |
| Admin fee / account holder | $14,130 | $13,783+2.5% | $11,616+21.6% | $11,426+23.7% |