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 | $32,966 | $69,518-52.6% | $59,878-44.9% | $135,375-75.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.15% | 7.94%-13.1pp | 3.46%-8.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $7,224 | $3,235+123.3% | $2,722+165.4% | $4,779+51.2% |
| Participant deferral / active EE | $11,458 | $4,206+172.4% | $3,402+236.8% | $5,609+104.3% |
| Admin fee / account holder | $4,925 | $5,734-14.1% | $3,590+37.2% | $10,827-54.5% |