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 5-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 | $41,861 | $92,222-54.6% | $76,768-45.5% | $135,375-69.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.85% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,022 | $3,216-37.1% | $2,485-18.6% | $4,779-57.7% |
| Participant deferral / active EE | $3,581 | $4,509-20.6% | $3,852-7.0% | $5,609-36.2% |
| Admin fee / account holder | $2,924 | $10,748-72.8% | $6,675-56.2% | $10,827-73.0% |