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 | $28,069 | $71,883-61.0% | $86,677-67.6% | $68,494-59.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.79% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,720 | $2,173+71.2% | $2,836+31.1% | $2,596+43.3% |
| Participant deferral / active EE | $3,051 | $3,779-19.3% | $4,656-34.5% | $4,027-24.2% |
| Admin fee / account holder | $396 | $6,112-93.5% | $7,493-94.7% | $5,403-92.7% |