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 | $33,712 | $73,867-54.4% | $143,757-76.5% | $68,494-50.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.81% | 1.01%-7.8pp | -0.04%-6.8pp | -7.84%+1.0pp |
| Employer contribution / active EE | $6,829 | $3,184+114.5% | $4,951+37.9% | $2,596+163.0% |
| Participant deferral / active EE | $6,115 | $3,384+80.7% | $5,637+8.5% | $4,027+51.8% |
| Admin fee / account holder | $11,631 | $5,755+102.1% | $14,673-20.7% | $5,403+115.3% |