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 | $38,134 | $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 | -11.36% | 47.11%-58.5pp | 27.45%-38.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,348 | $4,038-41.9% | $3,635-35.4% | $4,740-50.5% |
| Participant deferral / active EE | $6,239 | $5,291+17.9% | $4,728+32.0% | $6,400-2.5% |
| Admin fee / account holder | $28,220 | $7,489+276.8% | $6,410+340.2% | $11,426+147.0% |