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 | $37,314 | $93,024-59.9% | $77,024-51.6% | $134,475-72.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.23% | 62.60%-83.8pp | 42.32%-63.5pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,109 | $3,418+20.2% | $2,812+46.1% | $4,740-13.3% |
| Participant deferral / active EE | $4,272 | $5,238-18.4% | $4,426-3.5% | $6,400-33.2% |
| Admin fee / account holder | $2,830 | $6,944-59.2% | $5,425-47.8% | $11,426-75.2% |