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 | $56,338 | $69,518-19.0% | $59,878-5.9% | $135,375-58.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.87% | 7.94%-10.8pp | 3.46%-6.3pp | 519.73%-522.6pp |
| Employer contribution / active EE | $11,504 | $3,235+255.6% | $2,722+322.7% | $4,779+140.7% |
| Participant deferral / active EE | $7,428 | $4,206+76.6% | $3,402+118.4% | $5,609+32.4% |
| Admin fee / account holder | $30,159 | $5,734+425.9% | $3,590+740.0% | $10,827+178.6% |