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 7-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 | $18,001 | $95,862-81.2% | $79,550-77.4% | $134,475-86.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.06% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,079 | $3,128-33.6% | $2,413-13.9% | $4,740-56.1% |
| Participant deferral / active EE | $3,589 | $4,693-23.5% | $3,985-9.9% | $6,400-43.9% |
| Admin fee / account holder | $801 | $9,126-91.2% | $6,832-88.3% | $11,426-93.0% |