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 | $58,328 | $93,024-37.3% | $77,024-24.3% | $134,475-56.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.83% | 62.60%-68.4pp | 42.32%-48.1pp | 417.96%-423.8pp |
| Employer contribution / active EE | $1,626 | $3,418-52.4% | $2,812-42.2% | $4,740-65.7% |
| Participant deferral / active EE | $6,406 | $5,238+22.3% | $4,426+44.7% | $6,400+0.1% |
| Admin fee / account holder | $1,323 | $6,944-80.9% | $5,425-75.6% | $11,426-88.4% |