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 | $19,485 | $86,699-77.5% | $73,307-73.4% | $125,391-84.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.72% | 2.78%-4.5pp | 5.67%-7.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,515 | $4,152-63.5% | $3,237-53.2% | $4,866-68.9% |
| Participant deferral / active EE | $1,954 | $5,550-64.8% | $4,991-60.9% | $5,352-63.5% |
| Admin fee / account holder | $2,091 | $7,771-73.1% | $5,637-62.9% | $9,540-78.1% |