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 | $50,611 | $85,790-41.0% | $67,313-24.8% | $135,375-62.6% |
| Participation rate | 95.5% | 76.5%+19.0pp | 69.1%+26.4pp | 82.6%+12.8pp |
| Annual return | -1.88% | -0.54%-1.3pp | -4.08%+2.2pp | 519.73%-521.6pp |
| Employer contribution / active EE | $1,854 | $3,487-46.8% | $2,566-27.7% | $4,779-61.2% |
| Participant deferral / active EE | $3,809 | $4,651-18.1% | $3,568+6.7% | $5,609-32.1% |
| Admin fee / account holder | $15,285 | $6,392+139.1% | $4,507+239.2% | $10,827+41.2% |