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 | $46,142 | $93,024-50.4% | $77,024-40.1% | $134,475-65.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.97% | 62.60%-76.6pp | 42.32%-56.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,419 | $3,418-29.2% | $2,812-14.0% | $4,740-49.0% |
| Participant deferral / active EE | $6,901 | $5,238+31.7% | $4,426+55.9% | $6,400+7.8% |
| Admin fee / account holder | $1,357 | $6,944-80.5% | $5,425-75.0% | $11,426-88.1% |