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 | $40,030 | $30,732+30.3% | $59,496-32.7% | $59,632-32.9% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | -3.14% | 4.47%-7.6pp | 182.05%-185.2pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $1,789 | $631+183.7% | $1,153+55.2% | $2,203-18.8% |
| Participant deferral / active EE | $2,798 | $1,183+136.5% | $1,829+52.9% | $3,192-12.3% |
| Admin fee / account holder | $3,685 | $2,136+72.5% | $2,232+65.1% | $4,297-14.2% |