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 | $34,464 | $211,958-83.7% | $169,463-79.7% | $135,375-74.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.99% | 3.26%-10.3pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,439 | $5,120-71.9% | $4,159-65.4% | $4,779-69.9% |
| Participant deferral / active EE | $2,238 | $6,075-63.2% | $5,277-57.6% | $5,609-60.1% |
| Admin fee / account holder | $512 | $11,471-95.5% | $9,109-94.4% | $10,827-95.3% |