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 | $57,214 | $67,331-15.0% | $60,874-6.0% | $134,475-57.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.67% | 49.93%-61.6pp | 16.90%-28.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,070 | $3,096-0.9% | $2,701+13.6% | $4,740-35.2% |
| Participant deferral / active EE | $9,394 | $4,538+107.0% | $3,817+146.1% | $6,400+46.8% |
| Admin fee / account holder | $488 | $4,582-89.4% | $3,224-84.9% | $11,426-95.7% |