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 | $22,958 | $142,344-83.9% | $119,609-80.8% | $134,475-82.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.21% | -12.44%-3.8pp | -14.97%-1.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,154 | $5,222-20.4% | $4,232-1.8% | $4,740-12.3% |
| Participant deferral / active EE | $3,962 | $6,469-38.8% | $5,602-29.3% | $6,400-38.1% |
| Admin fee / account holder | $666 | $13,584-95.1% | $10,323-93.6% | $11,426-94.2% |