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 | $42,405 | $94,529-55.1% | $140,016-69.7% | $64,186-33.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.43% | 7.77%-13.2pp | 651.12%-656.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,750 | $3,812-54.1% | $5,606-68.8% | $2,381-26.5% |
| Participant deferral / active EE | $2,426 | $5,250-53.8% | $6,927-65.0% | $3,470-30.1% |
| Admin fee / account holder | $5,051 | $6,741-25.1% | $10,705-52.8% | $4,888+3.3% |