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 | $48,737 | $93,024-47.6% | $77,024-36.7% | $134,475-63.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.93% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,193 | $3,418-35.8% | $2,812-22.0% | $4,740-53.7% |
| Participant deferral / active EE | $5,583 | $5,238+6.6% | $4,426+26.1% | $6,400-12.8% |
| Admin fee / account holder | $82,723 | $6,944+1091.3% | $5,425+1424.7% | $11,426+624.0% |