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 | $53,721 | $78,694-31.7% | $67,652-20.6% | $125,391-57.2% |
| Participation rate | 73.9% | 78.8%-4.9pp | 75.7%-1.8pp | 83.2%-9.3pp |
| Annual return | -1.07% | 9.46%-10.5pp | 6625.04%-6626.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,977 | $4,292-53.9% | $3,560-44.5% | $5,352-63.1% |
| Admin fee / account holder | $8,232 | $7,403+11.2% | $4,821+70.8% | $9,540-13.7% |