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 6-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 | $90,335 | $105,860-14.7% | $90,749-0.5% | $134,475-32.8% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -19.85% | -11.01%-8.8pp | -12.16%-7.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,892 | $3,462-16.5% | $2,921-1.0% | $4,740-39.0% |
| Participant deferral / active EE | $8,457 | $5,216+62.2% | $4,564+85.3% | $6,400+32.1% |
| Admin fee / account holder | $3,211 | $13,938-77.0% | $8,445-62.0% | $11,426-71.9% |