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 | $46,220 | $105,860-56.3% | $90,749-49.1% | $134,475-65.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.98% | -11.01%0pp | -12.16%+1.2pp | 417.96%-428.9pp |
| Employer contribution / active EE | $7,747 | $3,462+123.8% | $2,921+165.2% | $4,740+63.4% |
| Participant deferral / active EE | $9,264 | $5,216+77.6% | $4,564+103.0% | $6,400+44.8% |
| Admin fee / account holder | $58,276 | $13,938+318.1% | $8,445+590.1% | $11,426+410.0% |