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 | $30,962 | $69,518-55.5% | $59,878-48.3% | $135,375-77.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.44% | 7.94%-14.4pp | 3.46%-9.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $11,403 | $3,235+252.5% | $2,722+319.0% | $4,779+138.6% |
| Participant deferral / active EE | $6,593 | $4,206+56.8% | $3,402+93.8% | $5,609+17.5% |
| Admin fee / account holder | $1,064 | $5,734-81.5% | $3,590-70.4% | $10,827-90.2% |