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 | $43,153 | $133,958-67.8% | $112,228-61.5% | $134,475-67.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.28% | 47.11%-48.4pp | 27.45%-28.7pp | 417.96%-419.2pp |
| Employer contribution / active EE | $2,665 | $4,038-34.0% | $3,635-26.7% | $4,740-43.8% |
| Participant deferral / active EE | $3,380 | $5,291-36.1% | $4,728-28.5% | $6,400-47.2% |
| Admin fee / account holder | $130,351 | $7,489+1640.7% | $6,410+1933.5% | $11,426+1040.8% |