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 | $60,240 | $69,010-12.7% | $159,960-62.3% | $68,494-12.1% |
| Participation rate | 93.1% | 65.4%+27.7pp | 78.0%+15.2pp | 67.9%+25.2pp |
| Annual return | -18.81% | -9.65%-9.2pp | 408.60%-427.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $6,264 | $2,213+183.0% | $4,226+48.2% | $2,596+141.3% |
| Participant deferral / active EE | $6,009 | $4,212+42.7% | $6,182-2.8% | $4,027+49.2% |
| Admin fee / account holder | $4,488 | $4,798-6.5% | $8,698-48.4% | $5,403-16.9% |