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 | $29,701 | $72,404-59.0% | $110,238-73.1% | $64,186-53.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.96% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,031 | $2,282-54.8% | $3,826-73.1% | $2,381-56.7% |
| Participant deferral / active EE | $5,003 | $3,469+44.2% | $4,672+7.1% | $3,470+44.2% |
| Admin fee / account holder | $3,324 | $5,664-41.3% | $8,547-61.1% | $4,888-32.0% |