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 | $40,289 | $86,699-53.5% | $73,307-45.0% | $125,391-67.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.87% | 2.78%-4.6pp | 5.67%-7.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $902 | $4,152-78.3% | $3,237-72.1% | $4,866-81.5% |
| Participant deferral / active EE | $1,825 | $5,550-67.1% | $4,991-63.4% | $5,352-65.9% |
| Admin fee / account holder | $1,756 | $7,771-77.4% | $5,637-68.9% | $9,540-81.6% |