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 9-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 | $62,057 | $129,942-52.2% | $104,294-40.5% | $134,475-53.9% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -18.85% | 42.03%-60.9pp | 24.61%-43.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,618 | $4,184-13.5% | $3,372+7.3% | $4,740-23.7% |
| Participant deferral / active EE | $9,463 | $5,588+69.3% | $4,625+104.6% | $6,400+47.9% |
| Admin fee / account holder | $336 | $9,323-96.4% | $7,339-95.4% | $11,426-97.1% |