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 | $43,182 | $72,404-40.4% | $110,238-60.8% | $64,186-32.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.30% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,156 | $2,282-5.5% | $3,826-43.7% | $2,381-9.5% |
| Participant deferral / active EE | $2,348 | $3,469-32.3% | $4,672-49.7% | $3,470-32.3% |
| Admin fee / account holder | $2,382 | $5,664-57.9% | $8,547-72.1% | $4,888-51.3% |