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 | $36,101 | $81,840-55.9% | $63,412-43.1% | $125,391-71.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -0.67% | -0.10%-0.6pp | 4.04%-4.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,367 | $2,377-42.5% | $1,814-24.7% | $4,866-71.9% |
| Participant deferral / active EE | $1,367 | $3,064-55.4% | $2,496-45.2% | $5,352-74.5% |
| Admin fee / account holder | $9,675 | $4,951+95.4% | $3,753+157.8% | $9,540+1.4% |