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 | $30,308 | $92,222-67.1% | $76,768-60.5% | $135,375-77.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.52% | 5.46%-13.0pp | 2.43%-9.9pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,926 | $3,216+22.1% | $2,485+58.0% | $4,779-17.9% |
| Participant deferral / active EE | $3,338 | $4,509-26.0% | $3,852-13.3% | $5,609-40.5% |
| Admin fee / account holder | $1,369 | $10,748-87.3% | $6,675-79.5% | $10,827-87.4% |