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 | $24,152 | $78,694-69.3% | $67,652-64.3% | $125,391-80.7% |
| Participation rate | 95.7% | 78.8%+16.8pp | 75.7%+20.0pp | 83.2%+12.5pp |
| Annual return | -2.42% | 9.46%-11.9pp | 6625.04%-6627.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,436 | $3,044-20.0% | $2,266+7.5% | $4,866-49.9% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,427 | $7,403-80.7% | $4,821-70.4% | $9,540-85.0% |