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 | $26,168 | $95,193-72.5% | $76,523-65.8% | $135,375-80.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.60% | 4.85%-14.5pp | -0.27%-9.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,441 | $3,302+4.2% | $2,647+30.0% | $4,779-28.0% |
| Participant deferral / active EE | $7,060 | $4,639+52.2% | $3,835+84.1% | $5,609+25.9% |
| Admin fee / account holder | $1,537 | $6,249-75.4% | $4,848-68.3% | $10,827-85.8% |