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 | $65,100 | $133,958-51.4% | $112,228-42.0% | $134,475-51.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.65% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $4,214 | $4,038+4.3% | $3,635+15.9% | $4,740-11.1% |
| Participant deferral / active EE | $8,000 | $5,291+51.2% | $4,728+69.2% | $6,400+25.0% |
| Admin fee / account holder | $7,399 | $7,489-1.2% | $6,410+15.4% | $11,426-35.2% |