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 | $17,587 | $85,790-79.5% | $67,313-73.9% | $135,375-87.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.79% | -0.54%-5.3pp | -4.08%-1.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,673 | $3,487-52.0% | $2,566-34.8% | $4,779-65.0% |
| Participant deferral / active EE | $1,029 | $4,651-77.9% | $3,568-71.2% | $5,609-81.7% |
| Admin fee / account holder | $1,666 | $6,392-73.9% | $4,507-63.0% | $10,827-84.6% |