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 | $54,394 | $86,699-37.3% | $73,307-25.8% | $125,391-56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.34% | 2.78%-5.1pp | 5.67%-8.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,448 | $4,152-65.1% | $3,237-55.3% | $4,866-70.3% |
| Participant deferral / active EE | $6,181 | $5,550+11.4% | $4,991+23.8% | $5,352+15.5% |
| Admin fee / account holder | $22,005 | $7,771+183.2% | $5,637+290.4% | $9,540+130.6% |