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 | $21,101 | $87,540-75.9% | $75,781-72.2% | $125,391-83.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.45% | 13.48%-14.9pp | 9.68%-11.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,544 | $3,930-60.7% | $3,323-53.5% | $4,866-68.3% |
| Participant deferral / active EE | $2,190 | $4,229-48.2% | $3,651-40.0% | $5,352-59.1% |
| Admin fee / account holder | $369 | $6,502-94.3% | $5,299-93.0% | $9,540-96.1% |