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 | $52,303 | $105,860-50.6% | $90,749-42.4% | $134,475-61.1% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.7%+19.0pp | 81.2%+13.5pp |
| Annual return | -13.88% | -11.01%-2.9pp | -12.16%-1.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,290 | $3,462-33.9% | $2,921-21.6% | $4,740-51.7% |
| Participant deferral / active EE | $6,205 | $5,216+19.0% | $4,564+35.9% | $6,400-3.1% |
| Admin fee / account holder | $101,937 | $13,938+631.4% | $8,445+1107.1% | $11,426+792.2% |