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 | $38,198 | $133,958-71.5% | $112,228-66.0% | $134,475-71.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.69% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,571 | $4,038-11.6% | $3,635-1.7% | $4,740-24.6% |
| Participant deferral / active EE | $10,669 | $5,291+101.7% | $4,728+125.7% | $6,400+66.7% |
| Admin fee / account holder | $1,543 | $7,489-79.4% | $6,410-75.9% | $11,426-86.5% |