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 | $45,645 | $105,860-56.9% | $90,749-49.7% | $134,475-66.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.08% | -11.01%+11.1pp | -12.16%+12.2pp | 417.96%-417.9pp |
| Employer contribution / active EE | $11,272 | $3,462+225.6% | $2,921+285.9% | $4,740+137.8% |
| Participant deferral / active EE | $4,264 | $5,216-18.2% | $4,564-6.6% | $6,400-33.4% |
| Admin fee / account holder | $591 | $13,938-95.8% | $8,445-93.0% | $11,426-94.8% |