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 | $43,003 | $93,024-53.8% | $77,024-44.2% | $134,475-68.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.08% | 62.60%-76.7pp | 42.32%-56.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,163 | $3,418-36.7% | $2,812-23.1% | $4,740-54.4% |
| Participant deferral / active EE | $8,169 | $5,238+56.0% | $4,426+84.6% | $6,400+27.7% |
| Admin fee / account holder | $2,793 | $6,944-59.8% | $5,425-48.5% | $11,426-75.6% |