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 | $31,551 | $78,694-59.9% | $67,652-53.4% | $125,391-74.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.12% | 9.46%-10.6pp | 6625.04%-6626.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,622 | $3,044-46.7% | $2,266-28.4% | $4,866-66.7% |
| Participant deferral / active EE | $2,754 | $4,292-35.8% | $3,560-22.6% | $5,352-48.5% |
| Admin fee / account holder | $5,286 | $7,403-28.6% | $4,821+9.6% | $9,540-44.6% |