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 | $32,173 | $91,911-65.0% | $68,793-53.2% | $135,375-76.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -9.77% | -8.22%-1.5pp | -4.63%-5.1pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,604 | $3,924-59.1% | $2,625-38.9% | $4,779-66.4% |
| Participant deferral / active EE | $1,692 | $4,315-60.8% | $3,311-48.9% | $5,609-69.8% |
| Admin fee / account holder | $453 | $9,240-95.1% | $5,131-91.2% | $10,827-95.8% |