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 | $77,319 | $100,754-23.3% | $86,677-10.8% | $134,475-42.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.87% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,738 | $3,489+35.8% | $2,836+67.0% | $4,7400% |
| Participant deferral / active EE | $28,570 | $5,338+435.2% | $4,656+513.7% | $6,400+346.4% |
| Admin fee / account holder | $61,289 | $10,926+460.9% | $7,493+717.9% | $11,426+436.4% |