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 | $25,056 | $97,044-74.2% | $83,333-69.9% | $135,375-81.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.29% | 12.31%-19.6pp | 10.63%-17.9pp | 519.73%-527.0pp |
| Employer contribution / active EE | $8,763 | $4,143+111.5% | $3,379+159.4% | $4,779+83.4% |
| Participant deferral / active EE | $7,916 | $5,964+32.7% | $5,565+42.3% | $5,609+41.1% |
| Admin fee / account holder | $569 | $8,380-93.2% | $7,510-92.4% | $10,827-94.7% |