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 | $49,633 | $100,754-50.7% | $86,677-42.7% | $134,475-63.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.16% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,980 | $3,489+42.7% | $2,836+75.6% | $4,740+5.1% |
| Participant deferral / active EE | $3,518 | $5,338-34.1% | $4,656-24.4% | $6,400-45.0% |
| Admin fee / account holder | $7,547 | $10,926-30.9% | $7,493+0.7% | $11,426-33.9% |