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 | $72,287 | $167,484-56.8% | $151,611-52.3% | $134,475-46.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.40% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $19,161 | $6,829+180.6% | $6,166+210.8% | $4,740+304.3% |
| Participant deferral / active EE | $12,962 | $8,986+44.2% | $8,363+55.0% | $6,400+102.5% |
| Admin fee / account holder | $2,951 | $13,783-78.6% | $11,616-74.6% | $11,426-74.2% |