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 | $35,181 | $91,911-61.7% | $68,793-48.9% | $135,375-74.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.79% | -8.22%+0.4pp | -4.63%-3.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,216 | $3,924+58.4% | $2,625+136.8% | $4,779+30.1% |
| Participant deferral / active EE | $6,335 | $4,315+46.8% | $3,311+91.3% | $5,609+12.9% |
| Admin fee / account holder | $1,140 | $9,240-87.7% | $5,131-77.8% | $10,827-89.5% |