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 | $43,100 | $97,044-55.6% | $83,333-48.3% | $135,375-68.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.76% | 12.31%-19.1pp | 10.63%-17.4pp | 519.73%-526.5pp |
| Employer contribution / active EE | $6,250 | $4,143+50.9% | $3,379+85.0% | $4,779+30.8% |
| Participant deferral / active EE | $3,110 | $5,964-47.9% | $5,565-44.1% | $5,609-44.5% |
| Admin fee / account holder | $9,216 | $8,380+10.0% | $7,510+22.7% | $10,827-14.9% |