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 | $10,736 | $67,331-84.1% | $60,874-82.4% | $134,475-92.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.36% | 49.93%-63.3pp | 16.90%-30.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $538 | $3,096-82.6% | $2,701-80.1% | $4,740-88.7% |
| Participant deferral / active EE | $2,680 | $4,538-40.9% | $3,817-29.8% | $6,400-58.1% |
| Admin fee / account holder | $5,785 | $4,582+26.3% | $3,224+79.4% | $11,426-49.4% |