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 | $30,648 | $95,862-68.0% | $79,550-61.5% | $134,475-77.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.33% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $9,050 | $3,128+189.3% | $2,413+275.0% | $4,740+90.9% |
| Participant deferral / active EE | $3,760 | $4,693-19.9% | $3,985-5.6% | $6,400-41.2% |
| Admin fee / account holder | $3,103 | $9,126-66.0% | $6,832-54.6% | $11,426-72.8% |