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 | $76,683 | $67,331+13.9% | $60,874+26.0% | $134,475-43.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.75% | 49.93%-66.7pp | 16.90%-33.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $10,051 | $3,096+224.6% | $2,701+272.1% | $4,740+112.1% |
| Participant deferral / active EE | $8,100 | $4,538+78.5% | $3,817+112.2% | $6,400+26.6% |
| Admin fee / account holder | $1,169 | $4,582-74.5% | $3,224-63.7% | $11,426-89.8% |