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 8-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 | $87,146 | $100,754-13.5% | $86,677+0.5% | $134,475-35.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.64% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,512 | $3,489+29.3% | $2,836+59.1% | $4,740-4.8% |
| Participant deferral / active EE | $6,938 | $5,338+30.0% | $4,656+49.0% | $6,400+8.4% |
| Admin fee / account holder | $11,538 | $10,926+5.6% | $7,493+54.0% | $11,426+1.0% |