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 | $119,946 | $105,860+13.3% | $90,749+32.2% | $134,475-10.8% |
| Participation rate | 91.3% | 78.2%+13.1pp | 75.7%+15.6pp | 81.2%+10.1pp |
| Annual return | -1.80% | -11.01%+9.2pp | -12.16%+10.4pp | 417.96%-419.8pp |
| Employer contribution / active EE | $9,763 | $3,462+182.0% | $2,921+234.3% | $4,740+106.0% |
| Participant deferral / active EE | $7,743 | $5,216+48.5% | $4,564+69.6% | $6,400+21.0% |
| Admin fee / account holder | $24,481 | $13,938+75.6% | $8,445+189.9% | $11,426+114.3% |