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 | $51,206 | $167,484-69.4% | $151,611-66.2% | $134,475-61.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.14% | 7.80%-25.9pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $12,211 | $6,829+78.8% | $6,166+98.0% | $4,740+157.6% |
| Participant deferral / active EE | $8,742 | $8,986-2.7% | $8,363+4.5% | $6,400+36.6% |
| Admin fee / account holder | $1,846 | $13,783-86.6% | $11,616-84.1% | $11,426-83.8% |