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 | $73,914 | $133,958-44.8% | $112,228-34.1% | $134,475-45.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.84% | 47.11%-61.0pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,641 | $4,038-34.6% | $3,635-27.3% | $4,740-44.3% |
| Participant deferral / active EE | $6,213 | $5,291+17.4% | $4,728+31.4% | $6,400-2.9% |
| Admin fee / account holder | $442 | $7,489-94.1% | $6,410-93.1% | $11,426-96.1% |