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 | $43,070 | $75,828-43.2% | $147,614-70.8% | $59,632-27.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $4,012 | $3,485+15.1% | $5,564-27.9% | $2,203+82.1% |
| Participant deferral / active EE | $6,076 | $3,130+94.1% | $4,895+24.1% | $3,192+90.4% |
| Admin fee / account holder | $597 | $5,985-90.0% | $11,611-94.9% | $4,297-86.1% |