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 | $120,654 | $167,484-28.0% | $151,611-20.4% | $134,475-10.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.87% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,079 | $6,829-54.9% | $6,166-50.1% | $4,740-35.0% |
| Participant deferral / active EE | $6,433 | $8,986-28.4% | $8,363-23.1% | $6,400+0.5% |
| Admin fee / account holder | $11,486 | $13,783-16.7% | $11,616-1.1% | $11,426+0.5% |