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 9-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 | $47,519 | $91,911-48.3% | $68,793-30.9% | $135,375-64.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.97% | -8.22%+3.3pp | -4.63%-0.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,766 | $3,924-55.0% | $2,625-32.7% | $4,779-63.0% |
| Participant deferral / active EE | $2,954 | $4,315-31.5% | $3,311-10.8% | $5,609-47.3% |
| Admin fee / account holder | $4,478 | $9,240-51.5% | $5,131-12.7% | $10,827-58.6% |