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 | $54,292 | $107,791-49.6% | $90,645-40.1% | $135,375-59.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.84% | -0.90%-2.9pp | 1.88%-5.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $8,854 | $3,018+193.4% | $2,532+249.7% | $4,779+85.3% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,583 | $5,930-56.4% | $4,994-48.3% | $10,827-76.1% |