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 8-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 | $37,454 | $133,958-72.0% | $112,228-66.6% | $134,475-72.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.40% | 47.11%-64.5pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,630 | $4,038+39.4% | $3,635+54.9% | $4,740+18.8% |
| Participant deferral / active EE | $5,825 | $5,291+10.1% | $4,728+23.2% | $6,400-9.0% |
| Admin fee / account holder | $2,054 | $7,489-72.6% | $6,410-68.0% | $11,426-82.0% |