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 | $68,263 | $133,958-49.0% | $112,228-39.2% | $134,475-49.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.60% | 47.11%-58.7pp | 27.45%-39.0pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,300 | $4,038-18.3% | $3,635-9.2% | $4,740-30.4% |
| Participant deferral / active EE | $8,524 | $5,291+61.1% | $4,728+80.3% | $6,400+33.2% |
| Admin fee / account holder | $3,591 | $7,489-52.1% | $6,410-44.0% | $11,426-68.6% |