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 | $33,066 | $127,386-74.0% | $115,037-71.3% | $125,391-73.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.75% | 31.28%-34.0pp | 26.14%-28.9pp | 282.22%-285.0pp |
| Employer contribution / active EE | $2,223 | $5,166-57.0% | $4,608-51.8% | $4,866-54.3% |
| Participant deferral / active EE | $4,818 | $6,423-25.0% | $6,026-20.1% | $5,352-10.0% |
| Admin fee / account holder | $1,348 | $9,516-85.8% | $8,175-83.5% | $9,540-85.9% |