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 | $54,132 | $152,509-64.5% | $117,472-53.9% | $134,475-59.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.12% | 52.99%-70.1pp | 29.74%-46.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,791 | $5,571-14.0% | $4,176+14.7% | $4,740+1.1% |
| Participant deferral / active EE | $9,959 | $4,818+106.7% | $4,070+144.7% | $6,400+55.6% |
| Admin fee / account holder | $4,671 | $7,004-33.3% | $5,645-17.3% | $11,426-59.1% |