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 | $45,683 | $133,958-65.9% | $112,228-59.3% | $134,475-66.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.13% | 47.11%-64.2pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,048 | $4,038-24.5% | $3,635-16.1% | $4,740-35.7% |
| Participant deferral / active EE | $2,200 | $5,291-58.4% | $4,728-53.5% | $6,400-65.6% |
| Admin fee / account holder | $5,547 | $7,489-25.9% | $6,410-13.5% | $11,426-51.5% |