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 | $35,181 | $100,754-65.1% | $86,677-59.4% | $134,475-73.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.09% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,219 | $3,489+49.6% | $2,836+84.0% | $4,740+10.1% |
| Participant deferral / active EE | $3,708 | $5,338-30.5% | $4,656-20.3% | $6,400-42.1% |
| Admin fee / account holder | $525 | $10,926-95.2% | $7,493-93.0% | $11,426-95.4% |