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 | $28,103 | $63,953-56.1% | $54,726-48.6% | $135,375-79.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -6.56% | -5.77%-0.8pp | -4.56%-2.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,124 | $4,256-26.6% | $3,449-9.4% | $4,779-34.6% |
| Participant deferral / active EE | $8,790 | $4,810+82.7% | $3,953+122.4% | $5,609+56.7% |
| Admin fee / account holder | $2,047 | $4,567-55.2% | $3,818-46.4% | $10,827-81.1% |