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 | $48,284 | $113,935-57.6% | $94,224-48.8% | $125,391-61.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.77% | 5.29%-7.1pp | 10.68%-12.5pp | 282.22%-284.0pp |
| Employer contribution / active EE | $24,066 | $4,727+409.1% | $3,587+571.0% | $4,866+394.6% |
| Participant deferral / active EE | $1,511 | $5,179-70.8% | $4,320-65.0% | $5,352-71.8% |
| Admin fee / account holder | $685 | $8,391-91.8% | $6,269-89.1% | $9,540-92.8% |