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 | $63,510 | $133,958-52.6% | $112,228-43.4% | $134,475-52.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.22% | 47.11%-60.3pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,766 | $4,038-56.3% | $3,635-51.4% | $4,740-62.7% |
| Participant deferral / active EE | $3,692 | $5,291-30.2% | $4,728-21.9% | $6,400-42.3% |
| Admin fee / account holder | $1,040 | $7,489-86.1% | $6,410-83.8% | $11,426-90.9% |