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 | $57,841 | $100,754-42.6% | $86,677-33.3% | $134,475-57.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.10% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $8,756 | $3,489+150.9% | $2,836+208.7% | $4,740+84.7% |
| Participant deferral / active EE | $15,013 | $5,338+181.3% | $4,656+222.5% | $6,400+134.6% |
| Admin fee / account holder | $1,034 | $10,926-90.5% | $7,493-86.2% | $11,426-91.0% |