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 | $78,260 | $167,484-53.3% | $151,611-48.4% | $134,475-41.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.85% | 7.80%-24.6pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $17,079 | $6,829+150.1% | $6,166+177.0% | $4,740+260.3% |
| Participant deferral / active EE | $9,936 | $8,986+10.6% | $8,363+18.8% | $6,400+55.3% |
| Admin fee / account holder | $748 | $13,783-94.6% | $11,616-93.6% | $11,426-93.5% |