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 7-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 | $28,273 | $48,265-41.4% | $68,791-58.9% | $68,494-58.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.65% | -12.71%-3.9pp | -6.38%-10.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,726 | $1,829+49.1% | $2,655+2.7% | $2,596+5.0% |
| Participant deferral / active EE | $4,697 | $2,867+63.9% | $3,941+19.2% | $4,027+16.6% |
| Admin fee / account holder | $12,773 | $4,355+193.3% | $4,932+159.0% | $5,403+136.4% |