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 | $37,681 | $158,817-76.3% | $121,196-68.9% | $135,375-72.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.00% | -0.64%-4.4pp | 16.93%-21.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,832 | $5,665-67.7% | $4,022-54.5% | $4,779-61.7% |
| Participant deferral / active EE | $1,468 | $4,005-63.3% | $3,344-56.1% | $5,609-73.8% |
| Admin fee / account holder | $10,926 | $6,512+67.8% | $5,019+117.7% | $10,827+0.9% |