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 | $52,013 | $95,193-45.4% | $76,523-32.0% | $135,375-61.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.11% | 4.85%-13.0pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $14,685 | $3,302+344.7% | $2,647+454.7% | $4,779+207.3% |
| Participant deferral / active EE | $7,988 | $4,639+72.2% | $3,835+108.3% | $5,609+42.4% |
| Admin fee / account holder | $756 | $6,249-87.9% | $4,848-84.4% | $10,827-93.0% |