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 | $90,411 | $167,484-46.0% | $151,611-40.4% | $134,475-32.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.81% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $6,140 | $6,829-10.1% | $6,166-0.4% | $4,740+29.5% |
| Participant deferral / active EE | $16,502 | $8,986+83.6% | $8,363+97.3% | $6,400+157.9% |
| Admin fee / account holder | $2,720 | $13,783-80.3% | $11,616-76.6% | $11,426-76.2% |