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 | $21,787 | $105,860-79.4% | $90,749-76.0% | $134,475-83.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.98% | -11.01%-5.0pp | -12.16%-3.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,453 | $3,462-29.1% | $2,921-16.0% | $4,740-48.2% |
| Participant deferral / active EE | $1,487 | $5,216-71.5% | $4,564-67.4% | $6,400-76.8% |
| Admin fee / account holder | $12,582 | $13,938-9.7% | $8,445+49.0% | $11,426+10.1% |