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 | $35,982 | $167,307-78.5% | $143,757-75.0% | $134,475-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.28% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,786 | $5,619-50.4% | $4,951-43.7% | $4,740-41.2% |
| Participant deferral / active EE | $11,235 | $6,446+74.3% | $5,637+99.3% | $6,400+75.6% |
| Admin fee / account holder | $78,692 | $18,088+335.0% | $14,673+436.3% | $11,426+588.7% |