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 | $20,477 | $99,032-79.3% | $80,019-74.4% | $135,375-84.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.04% | 15.39%-23.4pp | 11.22%-19.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $885 | $3,043-70.9% | $2,468-64.1% | $4,779-81.5% |
| Participant deferral / active EE | $1,435 | $4,282-66.5% | $3,686-61.1% | $5,609-74.4% |
| Admin fee / account holder | $2,368 | $10,436-77.3% | $6,521-63.7% | $10,827-78.1% |