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 | $36,561 | $93,024-60.7% | $77,024-52.5% | $134,475-72.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.31% | 62.60%-77.9pp | 42.32%-57.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,571 | $3,418-24.8% | $2,812-8.6% | $4,740-45.8% |
| Participant deferral / active EE | $2,025 | $5,238-61.3% | $4,426-54.3% | $6,400-68.4% |
| Admin fee / account holder | $123,086 | $6,944+1672.6% | $5,425+2168.7% | $11,426+977.3% |