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 | $83,689 | $133,958-37.5% | $112,228-25.4% | $134,475-37.8% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -17.58% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,377 | $4,038+107.5% | $3,635+130.5% | $4,740+76.7% |
| Participant deferral / active EE | $11,329 | $5,291+114.1% | $4,728+139.6% | $6,400+77.0% |
| Admin fee / account holder | $1,093 | $7,489-85.4% | $6,410-82.9% | $11,426-90.4% |