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 | $56,373 | $77,813-27.6% | $123,544-54.4% | $64,186-12.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.83% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $4,412 | $3,014+46.4% | $4,628-4.7% | $2,381+85.3% |
| Participant deferral / active EE | $5,765 | $5,240+10.0% | $6,426-10.3% | $3,470+66.2% |
| Admin fee / account holder | $2,510 | $5,519-54.5% | $9,284-73.0% | $4,888-48.7% |