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 | $45,771 | $91,538-50.0% | $129,995-64.8% | $75,163-39.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.40% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,820 | $2,845+69.4% | $4,320+11.6% | $2,670+80.5% |
| Participant deferral / active EE | $3,550 | $4,341-18.2% | $5,820-39.0% | $4,125-13.9% |
| Admin fee / account holder | $1,842 | $6,790-72.9% | $10,614-82.6% | $5,651-67.4% |