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 | $103,788 | $167,484-38.0% | $151,611-31.5% | $134,475-22.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.42% | 7.80%-23.2pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,707 | $6,829-45.7% | $6,166-39.9% | $4,740-21.8% |
| Participant deferral / active EE | $5,193 | $8,986-42.2% | $8,363-37.9% | $6,400-18.9% |
| Admin fee / account holder | $4,406 | $13,783-68.0% | $11,616-62.1% | $11,426-61.4% |