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 8-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 | $58,297 | $99,640-41.5% | $86,436-32.6% | $134,475-56.6% |
| Participation rate | 94.1% | 82.0%+12.1pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -17.25% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $7,975 | $4,400+81.2% | $3,769+111.6% | $4,740+68.3% |
| Participant deferral / active EE | $13,601 | $7,246+87.7% | $6,952+95.6% | $6,400+112.5% |
| Admin fee / account holder | $19,165 | $8,371+128.9% | $6,731+184.7% | $11,426+67.7% |