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 | $47,936 | $91,538-47.6% | $129,995-63.1% | $75,163-36.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 19.01% | -631.11%+650.1pp | -137.18%+156.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $6,230 | $2,845+119.0% | $4,320+44.2% | $2,670+133.4% |
| Participant deferral / active EE | $4,688 | $4,341+8.0% | $5,820-19.4% | $4,125+13.6% |
| Admin fee / account holder | $2,611 | $6,790-61.5% | $10,614-75.4% | $5,651-53.8% |