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 | $26,566 | $97,044-72.6% | $83,333-68.1% | $135,375-80.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.89% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,974 | $4,143-52.4% | $3,379-41.6% | $4,779-58.7% |
| Participant deferral / active EE | $4,805 | $5,964-19.4% | $5,565-13.7% | $5,609-14.3% |
| Admin fee / account holder | $843 | $8,380-89.9% | $7,510-88.8% | $10,827-92.2% |