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 4-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 | $64,435 | $93,024-30.7% | $77,024-16.3% | $134,475-52.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.02% | 62.60%-80.6pp | 42.32%-60.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $9,459 | $3,418+176.7% | $2,812+236.3% | $4,740+99.6% |
| Participant deferral / active EE | $10,250 | $5,238+95.7% | $4,426+131.6% | $6,400+60.2% |
| Admin fee / account holder | $372 | $6,944-94.6% | $5,425-93.1% | $11,426-96.7% |