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 10-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 | $49,456 | $95,971-48.5% | $74,550-33.7% | $135,375-63.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.05% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,403 | $2,716-11.5% | $1,961+22.5% | $4,779-49.7% |
| Participant deferral / active EE | $5,752 | $3,843+49.7% | $3,108+85.1% | $5,609+2.5% |
| Admin fee / account holder | $9,871 | $6,522+51.4% | $5,060+95.1% | $10,827-8.8% |