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 | $92,060 | $127,386-27.7% | $115,037-20.0% | $125,391-26.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.11% | 31.28%-32.4pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $16,315 | $5,166+215.8% | $4,608+254.1% | $4,866+235.3% |
| Participant deferral / active EE | $9,720 | $6,423+51.3% | $6,026+61.3% | $5,352+81.6% |
| Admin fee / account holder | $1,592 | $9,516-83.3% | $8,175-80.5% | $9,540-83.3% |