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 | $43,703 | $44,103-0.9% | $75,826-42.4% | $64,186-31.9% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | -4.55% | -4.72%+0.2pp | 1914.15%-1918.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,822 | $1,446+164.3% | $1,913+99.7% | $2,381+60.5% |
| Participant deferral / active EE | $2,916 | $2,204+32.3% | $2,862+1.9% | $3,470-16.0% |
| Admin fee / account holder | $31,711 | $3,506+804.4% | $4,726+571.0% | $4,888+548.7% |