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 | $25,298 | $87,540-71.1% | $75,781-66.6% | $125,391-79.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.02% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,485 | $3,930-36.8% | $3,323-25.2% | $4,866-48.9% |
| Participant deferral / active EE | $18,000 | $4,229+325.6% | $3,651+393.0% | $5,352+236.4% |
| Admin fee / account holder | $6,752 | $6,502+3.8% | $5,299+27.4% | $9,540-29.2% |