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 | $62,196 | $133,958-53.6% | $112,228-44.6% | $134,475-53.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.91% | 47.11%-66.0pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $7,388 | $4,038+83.0% | $3,635+103.3% | $4,740+55.9% |
| Participant deferral / active EE | $10,582 | $5,291+100.0% | $4,728+123.8% | $6,400+65.4% |
| Admin fee / account holder | $1,287 | $7,489-82.8% | $6,410-79.9% | $11,426-88.7% |