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 | $48,000 | $90,519-47.0% | $93,789-48.8% | $134,475-64.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 2.27% | -15.72%+18.0pp | -11.33%+13.6pp | 417.96%-415.7pp |
| Employer contribution / active EE | $6,002 | $4,343+38.2% | $4,323+38.8% | $4,740+26.6% |
| Participant deferral / active EE | $6,417 | $5,978+7.3% | $6,094+5.3% | $6,400+0.3% |
| Admin fee / account holder | $15,289 | $9,252+65.2% | $7,195+112.5% | $11,426+33.8% |