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 | $79,360 | $167,484-52.6% | $151,611-47.7% | $134,475-41.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.42% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,428 | $6,829-64.4% | $6,166-60.6% | $4,740-48.8% |
| Participant deferral / active EE | $9,444 | $8,986+5.1% | $8,363+12.9% | $6,400+47.6% |
| Admin fee / account holder | $2,430 | $13,783-82.4% | $11,616-79.1% | $11,426-78.7% |