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 | $115,525 | $167,484-31.0% | $151,611-23.8% | $134,475-14.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.09% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,562 | $6,829-62.5% | $6,166-58.5% | $4,740-46.0% |
| Participant deferral / active EE | $7,607 | $8,986-15.3% | $8,363-9.0% | $6,400+18.9% |
| Admin fee / account holder | $4,755 | $13,783-65.5% | $11,616-59.1% | $11,426-58.4% |