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 7-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 | $109,372 | $100,754+8.6% | $86,677+26.2% | $134,475-18.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.04% | 29.04%-48.1pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,389 | $3,489+25.8% | $2,836+54.7% | $4,740-7.4% |
| Participant deferral / active EE | $20,300 | $5,338+280.3% | $4,656+336.0% | $6,400+217.2% |
| Admin fee / account holder | $1,195 | $10,926-89.1% | $7,493-84.0% | $11,426-89.5% |