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 6-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 | $99,457 | $105,860-6.0% | $90,749+9.6% | $134,475-26.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.76% | -11.01%-3.8pp | -12.16%-2.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $9,810 | $3,462+183.3% | $2,921+235.9% | $4,740+107.0% |
| Participant deferral / active EE | $25,763 | $5,216+394.0% | $4,564+464.5% | $6,400+302.6% |
| Admin fee / account holder | $1,550 | $13,938-88.9% | $8,445-81.6% | $11,426-86.4% |