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 | $49,596 | $54,380-8.8% | $68,509-27.6% | $59,632-16.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 1.33% | 2.83%-1.5pp | 8.27%-6.9pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,498 | $1,539-2.6% | $2,278-34.2% | $2,203-32.0% |
| Participant deferral / active EE | $3,570 | $2,643+35.1% | $3,382+5.6% | $3,192+11.9% |
| Admin fee / account holder | $16,065 | $3,885+313.5% | $5,275+204.6% | $4,297+273.9% |