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 | $26,987 | $78,694-65.7% | $67,652-60.1% | $125,391-78.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.25% | 9.46%-12.7pp | 6625.04%-6628.3pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,774 | $3,044-41.7% | $2,266-21.7% | $4,866-63.5% |
| Participant deferral / active EE | $4,503 | $4,292+4.9% | $3,560+26.5% | $5,352-15.9% |
| Admin fee / account holder | $18,778 | $7,403+153.7% | $4,821+289.5% | $9,540+96.8% |