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 | $37,779 | $95,971-60.6% | $74,550-49.3% | $135,375-72.1% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -7.30% | 56.96%-64.3pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,575 | $2,716-42.0% | $1,961-19.7% | $4,779-67.0% |
| Participant deferral / active EE | $7,101 | $3,843+84.8% | $3,108+128.5% | $5,609+26.6% |
| Admin fee / account holder | $460 | $6,522-92.9% | $5,060-90.9% | $10,827-95.8% |