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 | $29,855 | $83,908-64.4% | $68,509-56.4% | $125,391-76.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.41% | 14.48%-17.9pp | 8.27%-11.7pp | 282.22%-285.6pp |
| Employer contribution / active EE | $2,092 | $3,031-31.0% | $2,278-8.1% | $4,866-57.0% |
| Participant deferral / active EE | $4,379 | $4,125+6.2% | $3,382+29.5% | $5,352-18.2% |
| Admin fee / account holder | $1,084 | $8,982-87.9% | $5,275-79.5% | $9,540-88.6% |