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 | $111,608 | $167,484-33.4% | $151,611-26.4% | $134,475-17.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.53% | 7.80%-20.3pp | 3.33%-15.9pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,697 | $6,829-45.9% | $6,166-40.0% | $4,740-22.0% |
| Participant deferral / active EE | $7,435 | $8,986-17.3% | $8,363-11.1% | $6,400+16.2% |
| Admin fee / account holder | $17,367 | $13,783+26.0% | $11,616+49.5% | $11,426+52.0% |