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 | $70,703 | $100,754-29.8% | $86,677-18.4% | $134,475-47.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.89% | 29.04%-41.9pp | 35.91%-48.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,661 | $3,489+4.9% | $2,836+29.1% | $4,740-22.8% |
| Participant deferral / active EE | $7,235 | $5,338+35.5% | $4,656+55.4% | $6,400+13.0% |
| Admin fee / account holder | $3,233 | $10,926-70.4% | $7,493-56.9% | $11,426-71.7% |