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 | $80,272 | $95,862-16.3% | $79,550+0.9% | $134,475-40.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.41% | -2.69%-17.7pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,320 | $3,128+38.1% | $2,413+79.0% | $4,740-8.9% |
| Participant deferral / active EE | $8,922 | $4,693+90.1% | $3,985+123.9% | $6,400+39.4% |
| Admin fee / account holder | $887 | $9,126-90.3% | $6,832-87.0% | $11,426-92.2% |