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 | $115,480 | $100,754+14.6% | $86,677+33.2% | $134,475-14.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.83% | 29.04%-38.9pp | 35.91%-45.7pp | 417.96%-427.8pp |
| Employer contribution / active EE | $3,408 | $3,489-2.3% | $2,836+20.1% | $4,740-28.1% |
| Participant deferral / active EE | $7,677 | $5,338+43.8% | $4,656+64.9% | $6,400+20.0% |
| Admin fee / account holder | $1,455 | $10,926-86.7% | $7,493-80.6% | $11,426-87.3% |