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 9-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 | $42,307 | $87,540-51.7% | $75,781-44.2% | $125,391-66.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.67% | 13.48%-15.2pp | 9.68%-11.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $8,175 | $3,930+108.0% | $3,323+146.0% | $4,866+68.0% |
| Participant deferral / active EE | $4,364 | $4,229+3.2% | $3,651+19.5% | $5,352-18.5% |
| Admin fee / account holder | $776 | $6,502-88.1% | $5,299-85.4% | $9,540-91.9% |