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 | $29,588 | $87,540-66.2% | $75,781-61.0% | $125,391-76.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.92% | 13.48%-16.4pp | 9.68%-12.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,521 | $3,930-61.3% | $3,323-54.2% | $4,866-68.7% |
| Participant deferral / active EE | $2,757 | $4,229-34.8% | $3,651-24.5% | $5,352-48.5% |
| Admin fee / account holder | $47,173 | $6,502+625.5% | $5,299+790.2% | $9,540+394.5% |