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 | $101,800 | $167,484-39.2% | $151,611-32.9% | $134,475-24.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.78% | 7.80%-23.6pp | 3.33%-19.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,409 | $6,829-50.1% | $6,166-44.7% | $4,740-28.1% |
| Participant deferral / active EE | $6,088 | $8,986-32.3% | $8,363-27.2% | $6,400-4.9% |
| Admin fee / account holder | $913 | $13,783-93.4% | $11,616-92.1% | $11,426-92.0% |