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 | $71,347 | $133,958-46.7% | $112,228-36.4% | $134,475-46.9% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -13.09% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $9,452 | $4,038+134.1% | $3,635+160.1% | $4,740+99.4% |
| Participant deferral / active EE | $4,578 | $5,291-13.5% | $4,728-3.2% | $6,400-28.5% |
| Admin fee / account holder | $4,544 | $7,489-39.3% | $6,410-29.1% | $11,426-60.2% |