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 9-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 | $73,223 | $167,484-56.3% | $151,611-51.7% | $134,475-45.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.15% | 7.80%-16.0pp | 3.33%-11.5pp | 417.96%-426.1pp |
| Employer contribution / active EE | $18,257 | $6,829+167.3% | $6,166+196.1% | $4,740+285.2% |
| Participant deferral / active EE | $21,429 | $8,986+138.5% | $8,363+156.2% | $6,400+234.8% |
| Admin fee / account holder | $3,157 | $13,783-77.1% | $11,616-72.8% | $11,426-72.4% |