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 7-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 | $49,278 | $152,509-67.7% | $117,472-58.1% | $134,475-63.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.00% | 52.99%-68.0pp | 29.74%-44.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $12,760 | $5,571+129.0% | $4,176+205.6% | $4,740+169.2% |
| Participant deferral / active EE | $13,007 | $4,818+170.0% | $4,070+219.6% | $6,400+103.2% |
| Admin fee / account holder | $1,075 | $7,004-84.7% | $5,645-81.0% | $11,426-90.6% |