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 | $56,738 | $129,942-56.3% | $104,294-45.6% | $134,475-57.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.45% | 42.03%-52.5pp | 24.61%-35.1pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,250 | $4,184-46.2% | $3,372-33.3% | $4,740-52.5% |
| Participant deferral / active EE | $11,806 | $5,588+111.3% | $4,625+155.3% | $6,400+84.5% |
| Admin fee / account holder | $466 | $9,323-95.0% | $7,339-93.6% | $11,426-95.9% |