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 7-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 | $81,372 | $67,331+20.9% | $60,874+33.7% | $134,475-39.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.90% | 49.93%-66.8pp | 16.90%-33.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,772 | $3,096+54.1% | $2,701+76.6% | $4,740+0.7% |
| Participant deferral / active EE | $4,117 | $4,538-9.3% | $3,817+7.9% | $6,400-35.7% |
| Admin fee / account holder | $622 | $4,582-86.4% | $3,224-80.7% | $11,426-94.6% |