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 | $27,115 | $30,732-11.8% | $59,496-54.4% | $59,632-54.5% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | -0.04% | 4.47%-4.5pp | 182.05%-182.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,045 | $631+65.6% | $1,153-9.4% | $2,203-52.6% |
| Participant deferral / active EE | $1,650 | $1,183+39.5% | $1,829-9.8% | $3,192-48.3% |
| Admin fee / account holder | $1,460 | $2,136-31.7% | $2,232-34.6% | $4,297-66.0% |