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 | $58,776 | $133,958-56.1% | $112,228-47.6% | $134,475-56.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.93% | 47.11%-64.0pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,720 | $4,038-57.4% | $3,635-52.7% | $4,740-63.7% |
| Participant deferral / active EE | $3,355 | $5,291-36.6% | $4,728-29.0% | $6,400-47.6% |
| Admin fee / account holder | $419 | $7,489-94.4% | $6,410-93.5% | $11,426-96.3% |