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 7-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 | $55,409 | $129,942-57.4% | $104,294-46.9% | $134,475-58.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.78% | 42.03%-58.8pp | 24.61%-41.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $6,000 | $4,184+43.4% | $3,372+78.0% | $4,740+26.6% |
| Participant deferral / active EE | $4,141 | $5,588-25.9% | $4,625-10.5% | $6,400-35.3% |
| Admin fee / account holder | $451 | $9,323-95.2% | $7,339-93.9% | $11,426-96.1% |