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 | $29,565 | $73,867-60.0% | $143,757-79.4% | $68,494-56.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.58% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $660 | $3,184-79.3% | $4,951-86.7% | $2,596-74.6% |
| Participant deferral / active EE | $1,562 | $3,384-53.8% | $5,637-72.3% | $4,027-61.2% |
| Admin fee / account holder | $536 | $5,755-90.7% | $14,673-96.3% | $5,403-90.1% |