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 | $47,571 | $175,600-72.9% | $129,110-63.2% | $134,475-64.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.73% | -11.39%-4.3pp | -10.94%-4.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $6,487 | $6,355+2.1% | $5,052+28.4% | $4,740+36.9% |
| Participant deferral / active EE | $6,487 | $7,975-18.7% | $6,542-0.8% | $6,400+1.4% |
| Admin fee / account holder | $2,457 | $23,567-89.6% | $14,302-82.8% | $11,426-78.5% |