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 | $24,264 | $73,867-67.2% | $143,757-83.1% | $68,494-64.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.95% | 1.01%-12.0pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,058 | $3,184-66.8% | $4,951-78.6% | $2,596-59.3% |
| Participant deferral / active EE | $2,302 | $3,384-32.0% | $5,637-59.2% | $4,027-42.8% |
| Admin fee / account holder | $1,235 | $5,755-78.5% | $14,673-91.6% | $5,403-77.1% |