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 7-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 | $97,574 | $167,484-41.7% | $151,611-35.6% | $134,475-27.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.41% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $24,673 | $6,829+261.3% | $6,166+300.2% | $4,740+420.6% |
| Participant deferral / active EE | $23,250 | $8,986+158.7% | $8,363+178.0% | $6,400+263.3% |
| Admin fee / account holder | $392 | $13,783-97.2% | $11,616-96.6% | $11,426-96.6% |