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 | $27,505 | $54,229-49.3% | $70,092-60.8% | $68,494-59.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.79% | -13.87%-3.9pp | 190.73%-208.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,291 | $2,018+13.5% | $2,559-10.5% | $2,596-11.8% |
| Participant deferral / active EE | $3,349 | $2,956+13.3% | $3,849-13.0% | $4,027-16.8% |
| Admin fee / account holder | $864 | $4,694-81.6% | $6,267-86.2% | $5,403-84.0% |