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 | $44,528 | $152,509-70.8% | $117,472-62.1% | $134,475-66.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.80% | 52.99%-69.8pp | 29.74%-46.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,150 | $5,571-7.6% | $4,176+23.3% | $4,740+8.6% |
| Participant deferral / active EE | $1,548 | $4,818-67.9% | $4,070-62.0% | $6,400-75.8% |
| Admin fee / account holder | $725 | $7,004-89.7% | $5,645-87.2% | $11,426-93.7% |