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 | $90,478 | $100,754-10.2% | $86,677+4.4% | $134,475-32.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.85% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $7,662 | $3,489+119.6% | $2,836+170.1% | $4,740+61.7% |
| Participant deferral / active EE | $21,203 | $5,338+297.2% | $4,656+355.4% | $6,400+231.3% |
| Admin fee / account holder | $12,844 | $10,926+17.5% | $7,493+71.4% | $11,426+12.4% |