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 | $24,543 | $93,024-73.6% | $77,024-68.1% | $134,475-81.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.50% | 62.60%-72.1pp | 42.32%-51.8pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,367 | $3,418-60.0% | $2,812-51.4% | $4,740-71.2% |
| Participant deferral / active EE | $2,439 | $5,238-53.4% | $4,426-44.9% | $6,400-61.9% |
| Admin fee / account holder | $1,455 | $6,944-79.1% | $5,425-73.2% | $11,426-87.3% |