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 | $70,938 | $100,754-29.6% | $86,677-18.2% | $134,475-47.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.12% | 29.04%-40.2pp | 35.91%-47.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,948 | $3,489-44.2% | $2,836-31.3% | $4,740-58.9% |
| Participant deferral / active EE | $6,013 | $5,338+12.6% | $4,656+29.2% | $6,400-6.0% |
| Admin fee / account holder | $417 | $10,926-96.2% | $7,493-94.4% | $11,426-96.4% |