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 | $63,948 | $167,484-61.8% | $151,611-57.8% | $134,475-52.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.17% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,888 | $6,829-43.1% | $6,166-37.0% | $4,740-18.0% |
| Participant deferral / active EE | $6,017 | $8,986-33.0% | $8,363-28.1% | $6,400-6.0% |
| Admin fee / account holder | $8,296 | $13,783-39.8% | $11,616-28.6% | $11,426-27.4% |