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 | $25,053 | $99,032-74.7% | $80,019-68.7% | $135,375-81.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.47% | 15.39%-22.9pp | 11.22%-18.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,787 | $3,043-41.3% | $2,468-27.6% | $4,779-62.6% |
| Participant deferral / active EE | $3,386 | $4,282-20.9% | $3,686-8.1% | $5,609-39.6% |
| Admin fee / account holder | $382 | $10,436-96.3% | $6,521-94.1% | $10,827-96.5% |