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 | $53,785 | $93,024-42.2% | $77,024-30.2% | $134,475-60.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.53% | 62.60%-76.1pp | 42.32%-55.8pp | 417.96%-431.5pp |
| Employer contribution / active EE | $8,416 | $3,418+146.2% | $2,812+199.3% | $4,740+77.6% |
| Participant deferral / active EE | $8,223 | $5,238+57.0% | $4,426+85.8% | $6,400+28.5% |
| Admin fee / account holder | $642 | $6,944-90.8% | $5,425-88.2% | $11,426-94.4% |