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 | $71,967 | $100,754-28.6% | $86,677-17.0% | $134,475-46.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.43% | 29.04%-43.5pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $10,040 | $3,489+187.7% | $2,836+254.0% | $4,740+111.8% |
| Participant deferral / active EE | $12,706 | $5,338+138.0% | $4,656+172.9% | $6,400+98.5% |
| Admin fee / account holder | $3,174 | $10,926-70.9% | $7,493-57.6% | $11,426-72.2% |