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 | $33,597 | $73,867-54.5% | $143,757-76.6% | $68,494-50.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.90% | 1.01%-12.9pp | -0.04%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $5,962 | $3,184+87.2% | $4,951+20.4% | $2,596+129.6% |
| Participant deferral / active EE | $8,347 | $3,384+146.6% | $5,637+48.1% | $4,027+107.3% |
| Admin fee / account holder | $2,649 | $5,755-54.0% | $14,673-81.9% | $5,403-51.0% |