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 | $20,873 | $92,222-77.4% | $76,768-72.8% | $135,375-84.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.92% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,680 | $3,216-47.8% | $2,485-32.4% | $4,779-64.8% |
| Participant deferral / active EE | $5,434 | $4,509+20.5% | $3,852+41.1% | $5,609-3.1% |
| Admin fee / account holder | $617 | $10,748-94.3% | $6,675-90.8% | $10,827-94.3% |