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 9-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 | $61,772 | $69,010-10.5% | $159,960-61.4% | $68,494-9.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.65% | -9.65%-7.0pp | 408.60%-425.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,633 | $2,213+64.1% | $4,226-14.0% | $2,596+39.9% |
| Participant deferral / active EE | $9,268 | $4,212+120.0% | $6,182+49.9% | $4,027+130.1% |
| Admin fee / account holder | $766 | $4,798-84.0% | $8,698-91.2% | $5,403-85.8% |