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 | $53,814 | $105,860-49.2% | $90,749-40.7% | $134,475-60.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.28% | -11.01%+0.7pp | -12.16%+1.9pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,573 | $3,462-25.7% | $2,921-11.9% | $4,740-45.7% |
| Participant deferral / active EE | $4,435 | $5,216-15.0% | $4,564-2.8% | $6,400-30.7% |
| Admin fee / account holder | $49,847 | $13,938+257.6% | $8,445+490.3% | $11,426+336.3% |