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 | $52,328 | $91,911-43.1% | $68,793-23.9% | $135,375-61.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.67% | -8.22%+3.6pp | -4.63%0pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,749 | $3,924-55.4% | $2,625-33.4% | $4,779-63.4% |
| Participant deferral / active EE | $4,135 | $4,315-4.2% | $3,311+24.9% | $5,609-26.3% |
| Admin fee / account holder | $30,343 | $9,240+228.4% | $5,131+491.4% | $10,827+180.2% |