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 | $54,918 | $90,519-39.3% | $93,789-41.4% | $134,475-59.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.78% | -15.72%-1.1pp | -11.33%-5.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,161 | $4,343-27.2% | $4,323-26.9% | $4,740-33.3% |
| Participant deferral / active EE | $3,670 | $5,978-38.6% | $6,094-39.8% | $6,400-42.7% |
| Admin fee / account holder | $798 | $9,252-91.4% | $7,195-88.9% | $11,426-93.0% |