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 | $54,978 | $67,214-18.2% | $61,491-10.6% | $134,475-59.1% |
| Participation rate | 81.3% | 83.7%-2.4pp | 79.3%+1.9pp | 81.2%0pp |
| Annual return | -13.83% | -12.08%-1.7pp | -12.98%-0.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,236 | $4,974-55.1% | $4,246-47.3% | $4,740-52.8% |
| Participant deferral / active EE | $4,335 | $6,103-29.0% | $5,188-16.5% | $6,400-32.3% |
| Admin fee / account holder | $32,502 | $4,610+605.0% | $4,312+653.8% | $11,426+184.5% |