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 | $40,034 | $64,307-37.7% | $57,343-30.2% | $125,391-68.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.14% | 25.12%-27.3pp | 24.39%-26.5pp | 282.22%-284.4pp |
| Employer contribution / active EE | $10,397 | $3,193+225.6% | $2,689+286.7% | $4,866+113.7% |
| Participant deferral / active EE | $2,227 | $3,848-42.1% | $3,162-29.6% | $5,352-58.4% |
| Admin fee / account holder | $583 | $5,242-88.9% | $3,356-82.6% | $9,540-93.9% |