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 8-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 | $48,698 | $167,484-70.9% | $151,611-67.9% | $134,475-63.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.97% | 7.80%-20.8pp | 3.33%-16.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,060 | $6,829-69.8% | $6,166-66.6% | $4,740-56.5% |
| Participant deferral / active EE | $6,429 | $8,986-28.5% | $8,363-23.1% | $6,400+0.5% |
| Admin fee / account holder | $441 | $13,783-96.8% | $11,616-96.2% | $11,426-96.1% |