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 | $23,331 | $42,894-45.6% | $60,874-61.7% | $68,494-65.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.42% | -13.98%+0.6pp | 16.90%-30.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,013 | $1,978-48.8% | $2,701-62.5% | $2,596-61.0% |
| Participant deferral / active EE | $904 | $2,867-68.5% | $3,817-76.3% | $4,027-77.5% |
| Admin fee / account holder | $364 | $3,101-88.3% | $3,224-88.7% | $5,403-93.3% |