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 | $78,432 | $167,484-53.2% | $151,611-48.3% | $134,475-41.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.09% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,317 | $6,829-22.1% | $6,166-13.8% | $4,740+12.2% |
| Participant deferral / active EE | $3,998 | $8,986-55.5% | $8,363-52.2% | $6,400-37.5% |
| Admin fee / account holder | $1,779 | $13,783-87.1% | $11,616-84.7% | $11,426-84.4% |