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 | $88,162 | $167,484-47.4% | $151,611-41.8% | $134,475-34.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.38% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,813 | $6,829-73.4% | $6,166-70.6% | $4,740-61.7% |
| Participant deferral / active EE | $4,954 | $8,986-44.9% | $8,363-40.8% | $6,400-22.6% |
| Admin fee / account holder | $11,988 | $13,783-13.0% | $11,616+3.2% | $11,426+4.9% |