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 5-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 | $29,049 | $50,958-43.0% | $74,550-61.0% | $64,186-54.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.91% | -1.86%-3.1pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,168 | $1,115+94.4% | $1,961+10.6% | $2,381-8.9% |
| Participant deferral / active EE | $4,856 | $2,301+111.0% | $3,108+56.2% | $3,470+40.0% |
| Admin fee / account holder | $3,905 | $4,223-7.5% | $5,060-22.8% | $4,888-20.1% |