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 8-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 | $30,520 | $73,867-58.7% | $143,757-78.8% | $68,494-55.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.53% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,813 | $3,184-11.6% | $4,951-43.2% | $2,596+8.4% |
| Participant deferral / active EE | $3,567 | $3,384+5.4% | $5,637-36.7% | $4,027-11.4% |
| Admin fee / account holder | $3,005 | $5,755-47.8% | $14,673-79.5% | $5,403-44.4% |