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 8-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 | $92,012 | $167,484-45.1% | $151,611-39.3% | $134,475-31.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.05% | 7.80%-17.9pp | 3.33%-13.4pp | 417.96%-428.0pp |
| Employer contribution / active EE | $6,556 | $6,829-4.0% | $6,166+6.3% | $4,740+38.3% |
| Participant deferral / active EE | $14,438 | $8,986+60.7% | $8,363+72.6% | $6,400+125.6% |
| Admin fee / account holder | $10,214 | $13,783-25.9% | $11,616-12.1% | $11,426-10.6% |