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 | $40,207 | $93,024-56.8% | $77,024-47.8% | $134,475-70.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.87% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $9,769 | $3,418+185.8% | $2,812+247.4% | $4,740+106.1% |
| Participant deferral / active EE | $7,605 | $5,238+45.2% | $4,426+71.8% | $6,400+18.8% |
| Admin fee / account holder | $1,681 | $6,944-75.8% | $5,425-69.0% | $11,426-85.3% |