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 | $47,983 | $82,286-41.7% | $68,791-30.2% | $134,475-64.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.00% | -2.19%-6.8pp | -6.38%-2.6pp | 417.96%-427.0pp |
| Employer contribution / active EE | $915 | $3,301-72.3% | $2,655-65.5% | $4,740-80.7% |
| Participant deferral / active EE | $3,813 | $4,739-19.5% | $3,941-3.2% | $6,400-40.4% |
| Admin fee / account holder | $139,851 | $6,481+2058.0% | $4,932+2735.7% | $11,426+1124.0% |