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 | $30,222 | $65,061-53.5% | $143,757-79.0% | $66,914-54.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.76% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,390 | $2,361+1.2% | $4,951-51.7% | $2,544-6.1% |
| Participant deferral / active EE | $3,788 | $2,919+29.8% | $5,637-32.8% | $4,237-10.6% |
| Admin fee / account holder | $1,132 | $502+125.6% | $14,673-92.3% | $593+90.8% |