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 | $44,836 | $93,024-51.8% | $77,024-41.8% | $134,475-66.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.01% | 62.60%-77.6pp | 42.32%-57.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,225 | $3,418+52.9% | $2,812+85.8% | $4,740+10.2% |
| Participant deferral / active EE | $27,000 | $5,238+415.5% | $4,426+510.0% | $6,400+321.9% |
| Admin fee / account holder | $397 | $6,944-94.3% | $5,425-92.7% | $11,426-96.5% |