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 6-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 | $31,347 | $55,706-43.7% | $75,886-58.7% | $72,985-57.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $5,820 | $1,687+245.1% | $2,500+132.7% | $2,440+138.5% |
| Participant deferral / active EE | $7,106 | $2,634+169.8% | $3,603+97.2% | $3,607+97.0% |
| Admin fee / account holder | $303 | $3,978-92.4% | $5,418-94.4% | $5,124-94.1% |