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 | $108,507 | $167,484-35.2% | $151,611-28.4% | $134,475-19.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.55% | 7.80%-23.3pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $14,175 | $6,829+107.6% | $6,166+129.9% | $4,740+199.1% |
| Participant deferral / active EE | $5,425 | $8,986-39.6% | $8,363-35.1% | $6,400-15.2% |
| Admin fee / account holder | $12,622 | $13,783-8.4% | $11,616+8.7% | $11,426+10.5% |