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 | $53,091 | $100,754-47.3% | $86,677-38.7% | $134,475-60.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.65% | 29.04%-38.7pp | 35.91%-45.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,452 | $3,489-29.7% | $2,836-13.5% | $4,740-48.3% |
| Participant deferral / active EE | $6,143 | $5,338+15.1% | $4,656+32.0% | $6,400-4.0% |
| Admin fee / account holder | $471 | $10,926-95.7% | $7,493-93.7% | $11,426-95.9% |