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 | $95,452 | $93,024+2.6% | $77,024+23.9% | $134,475-29.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.38% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,848 | $3,418+12.6% | $2,812+36.8% | $4,740-18.8% |
| Participant deferral / active EE | $9,467 | $5,238+80.7% | $4,426+113.9% | $6,400+47.9% |
| Admin fee / account holder | $655 | $6,944-90.6% | $5,425-87.9% | $11,426-94.3% |