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 7-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 | $50,864 | $93,024-45.3% | $77,024-34.0% | $134,475-62.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.70% | 62.60%-83.3pp | 42.32%-63.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $412 | $3,418-88.0% | $2,812-85.4% | $4,740-91.3% |
| Participant deferral / active EE | $19,042 | $5,238+263.5% | $4,426+330.2% | $6,400+197.5% |
| Admin fee / account holder | $4,706 | $6,944-32.2% | $5,425-13.3% | $11,426-58.8% |