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 | $43,560 | $87,705-50.3% | $63,517-31.4% | $125,391-65.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.88% | 21.70%-23.6pp | -70.30%+68.4pp | 282.22%-284.1pp |
| Employer contribution / active EE | $8,869 | $3,601+146.3% | $2,322+282.0% | $4,866+82.3% |
| Participant deferral / active EE | $4,536 | $3,939+15.1% | $2,953+53.6% | $5,352-15.2% |
| Admin fee / account holder | $762 | $11,948-93.6% | $5,892-87.1% | $9,540-92.0% |