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 5-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 | $104,736 | $133,958-21.8% | $112,228-6.7% | $134,475-22.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.94% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $6,712 | $4,038+66.2% | $3,635+84.7% | $4,740+41.6% |
| Participant deferral / active EE | $17,000 | $5,291+221.3% | $4,728+259.6% | $6,400+165.6% |
| Admin fee / account holder | $1,157 | $7,489-84.6% | $6,410-82.0% | $11,426-89.9% |