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 | $27,405 | $64,707-57.6% | $112,228-75.6% | $68,494-60.0% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -8.72% | -11.40%+2.7pp | 27.45%-36.2pp | -7.84%-0.9pp |
| Employer contribution / active EE | $12,738 | $2,746+363.9% | $3,635+250.5% | $2,596+390.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,334 | $5,232-55.4% | $6,410-63.6% | $5,403-56.8% |