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 | $15,926 | $45,863-65.3% | $77,024-79.3% | $68,494-76.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.65% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,499 | $1,650+51.5% | $2,812-11.1% | $2,596-3.8% |
| Participant deferral / active EE | $3,793 | $2,962+28.0% | $4,426-14.3% | $4,027-5.8% |
| Admin fee / account holder | $3,041 | $3,0410% | $5,425-43.9% | $5,403-43.7% |