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 | $49,328 | $106,543-53.7% | $91,220-45.9% | $134,475-63.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.75% | 160.60%-173.3pp | 114.01%-126.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,351 | $3,331+90.7% | $2,850+122.8% | $4,740+34.0% |
| Participant deferral / active EE | $1,924 | $4,719-59.2% | $4,234-54.6% | $6,400-69.9% |
| Admin fee / account holder | $1,927 | $6,231-69.1% | $5,420-64.4% | $11,426-83.1% |