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 | $25,156 | $49,177-48.8% | $79,464-68.3% | $64,186-60.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.42% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,072 | $2,076+48.0% | $2,800+9.7% | $2,381+29.1% |
| Participant deferral / active EE | $3,122 | $2,821+10.7% | $3,704-15.7% | $3,470-10.0% |
| Admin fee / account holder | $1,155 | $3,839-69.9% | $5,113-77.4% | $4,888-76.4% |