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 | $27,454 | $92,222-70.2% | $76,768-64.2% | $135,375-79.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.93% | 5.46%-7.4pp | 2.43%-4.4pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,061 | $3,216-35.9% | $2,485-17.1% | $4,779-56.9% |
| Participant deferral / active EE | $4,087 | $4,509-9.4% | $3,852+6.1% | $5,609-27.1% |
| Admin fee / account holder | $47,907 | $10,748+345.7% | $6,675+617.7% | $10,827+342.5% |