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 | $45,838 | $93,024-50.7% | $77,024-40.5% | $134,475-65.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.72% | 62.60%-82.3pp | 42.32%-62.0pp | 417.96%-437.7pp |
| Employer contribution / active EE | $566 | $3,418-83.4% | $2,812-79.9% | $4,740-88.1% |
| Participant deferral / active EE | $3,720 | $5,238-29.0% | $4,426-16.0% | $6,400-41.9% |
| Admin fee / account holder | $2,710 | $6,944-61.0% | $5,425-50.0% | $11,426-76.3% |