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 | $97,356 | $133,958-27.3% | $112,228-13.3% | $134,475-27.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.84% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,852 | $4,038+20.2% | $3,635+33.5% | $4,740+2.4% |
| Participant deferral / active EE | $7,552 | $5,291+42.8% | $4,728+59.7% | $6,400+18.0% |
| Admin fee / account holder | $4,514 | $7,489-39.7% | $6,410-29.6% | $11,426-60.5% |