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 | $47,068 | $45,863+2.6% | $77,024-38.9% | $68,494-31.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -12.14% | 1.72%-13.9pp | 42.32%-54.5pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,185 | $1,650+214.3% | $2,812+84.4% | $2,596+99.7% |
| Participant deferral / active EE | $3,574 | $2,962+20.7% | $4,426-19.3% | $4,027-11.3% |
| Admin fee / account holder | $533 | $3,041-82.5% | $5,425-90.2% | $5,403-90.1% |