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 | $62,534 | $167,484-62.7% | $151,611-58.8% | $134,475-53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.56% | 7.80%-28.4pp | 3.33%-23.9pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,793 | $6,829-59.1% | $6,166-54.7% | $4,740-41.1% |
| Participant deferral / active EE | $11,875 | $8,986+32.2% | $8,363+42.0% | $6,400+85.6% |
| Admin fee / account holder | $813 | $13,783-94.1% | $11,616-93.0% | $11,426-92.9% |