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 | $43,139 | $82,286-47.6% | $68,791-37.3% | $134,475-67.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.85% | -2.19%-12.7pp | -6.38%-8.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $8,536 | $3,301+158.6% | $2,655+221.5% | $4,740+80.1% |
| Participant deferral / active EE | $5,353 | $4,739+13.0% | $3,941+35.8% | $6,400-16.4% |
| Admin fee / account holder | $5,370 | $6,481-17.1% | $4,932+8.9% | $11,426-53.0% |