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 | $104,089 | $167,484-37.9% | $151,611-31.3% | $134,475-22.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.85% | 7.80%-20.6pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $5,525 | $6,829-19.1% | $6,166-10.4% | $4,740+16.6% |
| Participant deferral / active EE | $7,921 | $8,986-11.9% | $8,363-5.3% | $6,400+23.8% |
| Admin fee / account holder | $28,591 | $13,783+107.4% | $11,616+146.1% | $11,426+150.2% |