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 | $49,461 | $133,958-63.1% | $112,228-55.9% | $134,475-63.2% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -8.16% | 47.11%-55.3pp | 27.45%-35.6pp | 417.96%-426.1pp |
| Employer contribution / active EE | $3,867 | $4,038-4.2% | $3,635+6.4% | $4,740-18.4% |
| Participant deferral / active EE | $2,405 | $5,291-54.5% | $4,728-49.1% | $6,400-62.4% |
| Admin fee / account holder | $475 | $7,489-93.7% | $6,410-92.6% | $11,426-95.8% |