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 | $43,491 | $100,754-56.8% | $86,677-49.8% | $134,475-67.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.49% | 29.04%-48.5pp | 35.91%-55.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $9,483 | $3,489+171.8% | $2,836+234.3% | $4,740+100.1% |
| Participant deferral / active EE | $4,027 | $5,338-24.6% | $4,656-13.5% | $6,400-37.1% |
| Admin fee / account holder | $485 | $10,926-95.6% | $7,493-93.5% | $11,426-95.8% |