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 | $50,411 | $78,694-35.9% | $67,652-25.5% | $125,391-59.8% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.6pp | 83.2%+9.1pp |
| Annual return | -0.86% | 9.46%-10.3pp | 6625.04%-6625.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $805 | $3,044-73.5% | $2,266-64.4% | $4,866-83.4% |
| Participant deferral / active EE | $1,876 | $4,292-56.3% | $3,560-47.3% | $5,352-64.9% |
| Admin fee / account holder | $25,371 | $7,403+242.7% | $4,821+426.3% | $9,540+165.9% |