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 7-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 | $85,726 | $100,754-14.9% | $86,677-1.1% | $134,475-36.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.50% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,313 | $3,489+23.6% | $2,836+52.0% | $4,740-9.0% |
| Participant deferral / active EE | $16,725 | $5,338+213.3% | $4,656+259.2% | $6,400+161.3% |
| Admin fee / account holder | $1,859 | $10,926-83.0% | $7,493-75.2% | $11,426-83.7% |