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 | $24,637 | $129,942-81.0% | $104,294-76.4% | $134,475-81.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.03% | 42.03%-62.1pp | 24.61%-44.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,903 | $4,184-54.5% | $3,372-43.5% | $4,740-59.8% |
| Participant deferral / active EE | $2,029 | $5,588-63.7% | $4,625-56.1% | $6,400-68.3% |
| Admin fee / account holder | $1,133 | $9,323-87.8% | $7,339-84.6% | $11,426-90.1% |