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 | $25,607 | $113,935-77.5% | $94,224-72.8% | $125,391-79.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.16% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,411 | $4,727-70.2% | $3,587-60.7% | $4,866-71.0% |
| Participant deferral / active EE | $5,316 | $5,179+2.7% | $4,320+23.1% | $5,352-0.7% |
| Admin fee / account holder | $4,672 | $8,391-44.3% | $6,269-25.5% | $9,540-51.0% |