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 | $54,071 | $94,529-42.8% | $140,016-61.4% | $64,186-15.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.00% | 7.77%-14.8pp | 651.12%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,923 | $3,812+29.1% | $5,606-12.2% | $2,381+106.8% |
| Participant deferral / active EE | $5,296 | $5,250+0.9% | $6,927-23.5% | $3,470+52.7% |
| Admin fee / account holder | $4,213 | $6,741-37.5% | $10,705-60.6% | $4,888-13.8% |