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 | $131,752 | $167,484-21.3% | $151,611-13.1% | $134,475-2.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.60% | 7.80%-28.4pp | 3.33%-23.9pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,642 | $6,829-76.0% | $6,166-73.4% | $4,740-65.4% |
| Participant deferral / active EE | $6,727 | $8,986-25.1% | $8,363-19.6% | $6,400+5.1% |
| Admin fee / account holder | $3,506 | $13,783-74.6% | $11,616-69.8% | $11,426-69.3% |