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 | $25,531 | $93,024-72.6% | $77,024-66.9% | $134,475-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.00% | 62.60%-71.6pp | 42.32%-51.3pp | 417.96%-427.0pp |
| Employer contribution / active EE | $1,545 | $3,418-54.8% | $2,812-45.1% | $4,740-67.4% |
| Participant deferral / active EE | $4,441 | $5,238-15.2% | $4,426+0.3% | $6,400-30.6% |
| Admin fee / account holder | $4,055 | $6,944-41.6% | $5,425-25.3% | $11,426-64.5% |