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 9-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 | $34,706 | $77,813-55.4% | $123,544-71.9% | $64,186-45.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.27% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,392 | $3,014+45.7% | $4,628-5.1% | $2,381+84.5% |
| Participant deferral / active EE | $5,233 | $5,240-0.1% | $6,426-18.6% | $3,470+50.8% |
| Admin fee / account holder | $23,377 | $5,519+323.6% | $9,284+151.8% | $4,888+378.3% |