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 6-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 | $50,829 | $84,527-39.9% | $67,711-24.9% | $125,391-59.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.73% | 2.57%-4.3pp | 25.41%-27.1pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,533 | $3,292+7.3% | $2,559+38.1% | $4,866-27.4% |
| Participant deferral / active EE | $8,000 | $4,429+80.6% | $3,585+123.2% | $5,352+49.5% |
| Admin fee / account holder | $32,149 | $5,340+502.1% | $4,255+655.6% | $9,540+237.0% |