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 | $31,983 | $65,703-51.3% | $94,224-66.1% | $59,632-46.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.71% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $3,797 | $2,021+87.9% | $3,587+5.9% | $2,203+72.4% |
| Participant deferral / active EE | $2,054 | $3,143-34.6% | $4,320-52.4% | $3,192-35.6% |
| Admin fee / account holder | $1,121 | $4,264-73.7% | $6,269-82.1% | $4,297-73.9% |