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 | $98,697 | $133,958-26.3% | $112,228-12.1% | $134,475-26.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.00% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $12,506 | $4,038+209.7% | $3,635+244.1% | $4,740+163.9% |
| Participant deferral / active EE | $8,439 | $5,291+59.5% | $4,728+78.5% | $6,400+31.9% |
| Admin fee / account holder | $814 | $7,489-89.1% | $6,410-87.3% | $11,426-92.9% |