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 5-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 | $45,293 | $152,509-70.3% | $117,472-61.4% | $134,475-66.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.46% | 52.99%-71.4pp | 29.74%-48.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $8,530 | $5,571+53.1% | $4,176+104.3% | $4,740+80.0% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,779 | $7,004-74.6% | $5,645-68.5% | $11,426-84.4% |