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 | $51,609 | $90,519-43.0% | $93,789-45.0% | $134,475-61.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -11.15% | -15.72%+4.6pp | -11.33%+0.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,717 | $4,343-60.5% | $4,323-60.3% | $4,740-63.8% |
| Participant deferral / active EE | $5,557 | $5,978-7.0% | $6,094-8.8% | $6,400-13.2% |
| Admin fee / account holder | $36,839 | $9,252+298.2% | $7,195+412.0% | $11,426+222.4% |