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 | $81,225 | $133,958-39.4% | $112,228-27.6% | $134,475-39.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.94% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,038 | $4,038-24.8% | $3,635-16.4% | $4,740-35.9% |
| Participant deferral / active EE | $8,507 | $5,291+60.8% | $4,728+79.9% | $6,400+32.9% |
| Admin fee / account holder | $855 | $7,489-88.6% | $6,410-86.7% | $11,426-92.5% |