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 | $39,880 | $95,193-58.1% | $76,523-47.9% | $135,375-70.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.20% | 4.85%-14.0pp | -0.27%-8.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,772 | $3,302-46.3% | $2,647-33.1% | $4,779-62.9% |
| Participant deferral / active EE | $4,430 | $4,639-4.5% | $3,835+15.5% | $5,609-21.0% |
| Admin fee / account holder | $564 | $6,249-91.0% | $4,848-88.4% | $10,827-94.8% |