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 9-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 | $19,544 | $45,863-57.4% | $77,024-74.6% | $68,494-71.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.54% | 1.72%-21.3pp | 42.32%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,648 | $1,650+60.6% | $2,812-5.8% | $2,596+2.0% |
| Participant deferral / active EE | $3,445 | $2,962+16.3% | $4,426-22.2% | $4,027-14.5% |
| Admin fee / account holder | $2,063 | $3,041-32.1% | $5,425-62.0% | $5,403-61.8% |