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 | $60,931 | $69,010-11.7% | $159,960-61.9% | $68,494-11.0% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 67.9%+28.1pp |
| Annual return | -17.79% | -9.65%-8.1pp | 408.60%-426.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $8,080 | $2,213+265.0% | $4,226+91.2% | $2,596+211.2% |
| Participant deferral / active EE | $11,718 | $4,212+178.2% | $6,182+89.5% | $4,027+191.0% |
| Admin fee / account holder | $2,388 | $4,798-50.2% | $8,698-72.5% | $5,403-55.8% |