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 | $20,175 | $59,805-66.3% | $79,550-74.6% | $68,494-70.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.91% | -12.30%-6.6pp | 0.16%-19.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $5,390 | $1,505+258.1% | $2,413+123.4% | $2,596+107.6% |
| Participant deferral / active EE | $1,732 | $3,024-42.7% | $3,985-56.5% | $4,027-57.0% |
| Admin fee / account holder | $2,135 | $4,835-55.8% | $6,832-68.8% | $5,403-60.5% |