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 | $66,049 | $100,754-34.4% | $86,677-23.8% | $134,475-50.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.99% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $16,060 | $3,489+360.3% | $2,836+466.2% | $4,740+238.8% |
| Participant deferral / active EE | $9,997 | $5,338+87.3% | $4,656+114.7% | $6,400+56.2% |
| Admin fee / account holder | $896 | $10,926-91.8% | $7,493-88.0% | $11,426-92.2% |