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 | $50,855 | $152,509-66.7% | $117,472-56.7% | $134,475-62.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.93% | 52.99%-70.9pp | 29.74%-47.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,517 | $5,571-1.0% | $4,176+32.1% | $4,740+16.4% |
| Participant deferral / active EE | $7,455 | $4,818+54.7% | $4,070+83.1% | $6,400+16.5% |
| Admin fee / account holder | $782 | $7,004-88.8% | $5,645-86.1% | $11,426-93.2% |