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 | $42,701 | $97,044-56.0% | $83,333-48.8% | $135,375-68.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.71% | 12.31%-21.0pp | 10.63%-19.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,798 | $4,143-56.6% | $3,379-46.8% | $4,779-62.4% |
| Participant deferral / active EE | $7,573 | $5,964+27.0% | $5,565+36.1% | $5,609+35.0% |
| Admin fee / account holder | $4,452 | $8,380-46.9% | $7,510-40.7% | $10,827-58.9% |