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 | $27,597 | $78,694-64.9% | $67,652-59.2% | $125,391-78.0% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -2.99% | 9.46%-12.4pp | 6625.04%-6628.0pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,245 | $3,044-26.2% | $2,266-0.9% | $4,866-53.9% |
| Participant deferral / active EE | $3,606 | $4,292-16.0% | $3,560+1.3% | $5,352-32.6% |
| Admin fee / account holder | $8,135 | $7,403+9.9% | $4,821+68.7% | $9,540-14.7% |