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 5-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 | $73,592 | $84,402-12.8% | $61,373+19.9% | $134,475-45.3% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -17.96% | 584.55%-602.5pp | 338.61%-356.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,734 | $1,544+77.0% | $1,159+135.8% | $4,740-42.3% |
| Participant deferral / active EE | $7,429 | $2,819+163.5% | $2,125+249.6% | $6,400+16.1% |
| Admin fee / account holder | $1,958 | $2,585-24.3% | $2,130-8.1% | $11,426-82.9% |