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 | $23,855 | $87,540-72.7% | $75,781-68.5% | $125,391-81.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.39% | 13.48%-13.9pp | 9.68%-10.1pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,324 | $3,930-40.9% | $3,323-30.1% | $4,866-52.2% |
| Participant deferral / active EE | $1,294 | $4,229-69.4% | $3,651-64.6% | $5,352-75.8% |
| Admin fee / account holder | $899 | $6,502-86.2% | $5,299-83.0% | $9,540-90.6% |