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 | $61,324 | $133,958-54.2% | $112,228-45.4% | $134,475-54.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.50% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,021 | $4,038-50.0% | $3,635-44.4% | $4,740-57.4% |
| Participant deferral / active EE | $6,087 | $5,291+15.1% | $4,728+28.8% | $6,400-4.9% |
| Admin fee / account holder | $1,657 | $7,489-77.9% | $6,410-74.1% | $11,426-85.5% |