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 | $48,287 | $167,484-71.2% | $151,611-68.2% | $134,475-64.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.51% | 7.80%-19.3pp | 3.33%-14.8pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,905 | $6,829-42.8% | $6,166-36.7% | $4,740-17.6% |
| Participant deferral / active EE | $10,518 | $8,986+17.0% | $8,363+25.8% | $6,400+64.3% |
| Admin fee / account holder | $254,091 | $13,783+1743.5% | $11,616+2087.4% | $11,426+2123.8% |