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 | $54,219 | $54,2290% | $70,092-22.6% | $68,494-20.8% |
| Participation rate | 95.7% | 64.5%+31.2pp | 70.5%+25.2pp | 67.9%+27.8pp |
| Annual return | -16.89% | -13.87%-3.0pp | 190.73%-207.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,105 | $2,018+53.9% | $2,559+21.3% | $2,596+19.6% |
| Participant deferral / active EE | $6,843 | $2,956+131.5% | $3,849+77.8% | $4,027+69.9% |
| Admin fee / account holder | $2,663 | $4,694-43.3% | $6,267-57.5% | $5,403-50.7% |