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 | $31,250 | $73,867-57.7% | $143,757-78.3% | $68,494-54.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.28% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $826 | $3,184-74.1% | $4,951-83.3% | $2,596-68.2% |
| Participant deferral / active EE | $3,717 | $3,384+9.8% | $5,637-34.1% | $4,027-7.7% |
| Admin fee / account holder | $1,387 | $5,755-75.9% | $14,673-90.5% | $5,403-74.3% |