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 6-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 | $35,596 | $93,024-61.7% | $77,024-53.8% | $134,475-73.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.87% | 62.60%-77.5pp | 42.32%-57.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,093 | $3,418-38.8% | $2,812-25.6% | $4,740-55.8% |
| Participant deferral / active EE | $5,925 | $5,238+13.1% | $4,426+33.9% | $6,400-7.4% |
| Admin fee / account holder | $1,487 | $6,944-78.6% | $5,425-72.6% | $11,426-87.0% |