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 | $47,540 | $92,222-48.5% | $76,768-38.1% | $135,375-64.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.14% | 5.46%-7.6pp | 2.43%-4.6pp | 519.73%-521.9pp |
| Employer contribution / active EE | $2,471 | $3,216-23.2% | $2,485-0.6% | $4,779-48.3% |
| Participant deferral / active EE | $2,728 | $4,509-39.5% | $3,852-29.2% | $5,609-51.4% |
| Admin fee / account holder | $35,577 | $10,748+231.0% | $6,675+433.0% | $10,827+228.6% |