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 | $31,681 | $99,032-68.0% | $80,019-60.4% | $135,375-76.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.60% | 15.39%-23.0pp | 11.22%-18.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,084 | $3,043-31.5% | $2,468-15.5% | $4,779-56.4% |
| Participant deferral / active EE | $6,606 | $4,282+54.3% | $3,686+79.2% | $5,609+17.8% |
| Admin fee / account holder | $6,308 | $10,436-39.6% | $6,521-3.3% | $10,827-41.7% |