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 | $46,076 | $77,813-40.8% | $123,544-62.7% | $64,186-28.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.02% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,365 | $3,014-21.5% | $4,628-48.9% | $2,381-0.7% |
| Participant deferral / active EE | $2,343 | $5,240-55.3% | $6,426-63.5% | $3,470-32.5% |
| Admin fee / account holder | $2,080 | $5,519-62.3% | $9,284-77.6% | $4,888-57.5% |