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 | $50,657 | $82,664-38.7% | $125,339-59.6% | $68,494-26.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -7.77% | -5.97%-1.8pp | 572.05%-579.8pp | -7.84%+0.1pp |
| Employer contribution / active EE | $3,534 | $3,381+4.5% | $4,814-26.6% | $2,596+36.1% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,894 | $6,275+57.7% | $10,010-1.2% | $5,403+83.1% |