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 | $29,600 | $64,707-54.3% | $112,228-73.6% | $68,494-56.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,128 | $2,746-22.5% | $3,635-41.4% | $2,596-18.0% |
| Participant deferral / active EE | $1,916 | $3,565-46.2% | $4,728-59.5% | $4,027-52.4% |
| Admin fee / account holder | $439 | $5,232-91.6% | $6,410-93.2% | $5,403-91.9% |