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 8-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 | $47,810 | $133,958-64.3% | $112,228-57.4% | $134,475-64.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.31% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,817 | $4,038-30.2% | $3,635-22.5% | $4,740-40.6% |
| Participant deferral / active EE | $9,259 | $5,291+75.0% | $4,728+95.8% | $6,400+44.7% |
| Admin fee / account holder | $1,280 | $7,489-82.9% | $6,410-80.0% | $11,426-88.8% |