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 8-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 | $46,394 | $93,024-50.1% | $77,024-39.8% | $134,475-65.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.30% | 62.60%-72.9pp | 42.32%-52.6pp | 417.96%-428.3pp |
| Employer contribution / active EE | $3,601 | $3,418+5.3% | $2,812+28.0% | $4,740-24.0% |
| Participant deferral / active EE | $13,500 | $5,238+157.7% | $4,426+205.0% | $6,400+110.9% |
| Admin fee / account holder | $70,231 | $6,944+911.4% | $5,425+1194.5% | $11,426+514.7% |