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 | $62,855 | $133,958-53.1% | $112,228-44.0% | $134,475-53.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -15.86% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,560 | $4,038-11.8% | $3,635-2.0% | $4,740-24.9% |
| Participant deferral / active EE | $5,909 | $5,291+11.7% | $4,728+25.0% | $6,400-7.7% |
| Admin fee / account holder | $38,568 | $7,489+415.0% | $6,410+501.7% | $11,426+237.5% |