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 | $72,293 | $167,484-56.8% | $151,611-52.3% | $134,475-46.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.54% | 7.80%-10.3pp | 3.33%-5.9pp | 417.96%-420.5pp |
| Employer contribution / active EE | $3,269 | $6,829-52.1% | $6,166-47.0% | $4,740-31.0% |
| Participant deferral / active EE | $6,180 | $8,986-31.2% | $8,363-26.1% | $6,400-3.4% |
| Admin fee / account holder | $22,458 | $13,783+62.9% | $11,616+93.3% | $11,426+96.6% |