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 | $80,620 | $107,791-25.2% | $90,645-11.1% | $135,375-40.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.09% | -0.90%-4.2pp | 1.88%-7.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,526 | $3,018+149.4% | $2,532+197.3% | $4,779+57.5% |
| Participant deferral / active EE | $8,903 | $3,872+129.9% | $3,425+160.0% | $5,609+58.7% |
| Admin fee / account holder | $513 | $5,930-91.4% | $4,994-89.7% | $10,827-95.3% |