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 9-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 | $52,239 | $92,222-43.4% | $76,768-32.0% | $135,375-61.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.12% | 5.46%-13.6pp | 2.43%-10.5pp | 519.73%-527.9pp |
| Employer contribution / active EE | $7,482 | $3,216+132.7% | $2,485+201.1% | $4,779+56.6% |
| Participant deferral / active EE | $4,482 | $4,509-0.6% | $3,852+16.4% | $5,609-20.1% |
| Admin fee / account holder | $3,781 | $10,748-64.8% | $6,675-43.4% | $10,827-65.1% |