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 | $121,014 | $100,754+20.1% | $86,677+39.6% | $134,475-10.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.73% | 29.04%-38.8pp | 35.91%-45.6pp | 417.96%-427.7pp |
| Employer contribution / active EE | $15,370 | $3,489+340.5% | $2,836+441.9% | $4,740+224.3% |
| Participant deferral / active EE | $12,111 | $5,338+126.9% | $4,656+160.1% | $6,400+89.2% |
| Admin fee / account holder | $468 | $10,926-95.7% | $7,493-93.8% | $11,426-95.9% |