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 | $32,620 | $92,222-64.6% | $76,768-57.5% | $135,375-75.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.44% | 5.46%-13.9pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,914 | $3,216+52.8% | $2,485+97.7% | $4,779+2.8% |
| Participant deferral / active EE | $11,118 | $4,509+146.6% | $3,852+188.7% | $5,609+98.2% |
| Admin fee / account holder | $14,671 | $10,748+36.5% | $6,675+119.8% | $10,827+35.5% |