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 | $44,134 | $133,958-67.1% | $112,228-60.7% | $134,475-67.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.97% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $6,931 | $4,038+71.6% | $3,635+90.7% | $4,740+46.2% |
| Participant deferral / active EE | $7,244 | $5,291+36.9% | $4,728+53.2% | $6,400+13.2% |
| Admin fee / account holder | $464 | $7,489-93.8% | $6,410-92.8% | $11,426-95.9% |