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 6-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 | $105,439 | $133,958-21.3% | $112,228-6.0% | $134,475-21.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.69% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $10,040 | $4,038+148.6% | $3,635+176.2% | $4,740+111.8% |
| Participant deferral / active EE | $20,042 | $5,291+278.8% | $4,728+323.9% | $6,400+213.2% |
| Admin fee / account holder | $8,487 | $7,489+13.3% | $6,410+32.4% | $11,426-25.7% |