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 5-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 | $124,732 | $167,484-25.5% | $151,611-17.7% | $134,475-7.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.52% | 7.80%-27.3pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,217 | $6,829-38.2% | $6,166-31.6% | $4,740-11.0% |
| Participant deferral / active EE | $7,609 | $8,986-15.3% | $8,363-9.0% | $6,400+18.9% |
| Admin fee / account holder | $779 | $13,783-94.4% | $11,616-93.3% | $11,426-93.2% |