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 | $53,200 | $167,484-68.2% | $151,611-64.9% | $134,475-60.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.25% | 7.80%-18.1pp | 3.33%-13.6pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,838 | $6,829-58.4% | $6,166-54.0% | $4,740-40.1% |
| Participant deferral / active EE | $4,217 | $8,986-53.1% | $8,363-49.6% | $6,400-34.1% |
| Admin fee / account holder | $24,003 | $13,783+74.2% | $11,616+106.6% | $11,426+110.1% |