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 | $7,175 | $26,549-73.0% | $61,373-88.3% | $66,914-89.3% |
| Participation rate | 100.0% | 38.1%+61.9pp | 52.6%+47.4pp | 69.8%+30.2pp |
| Annual return | -20.10% | -16.21%-3.9pp | 338.61%-358.7pp | 1.58%-21.7pp |
| Employer contribution / active EE | $859 | $651+31.9% | $1,159-25.9% | $2,544-66.2% |
| Participant deferral / active EE | $1,416 | $1,338+5.8% | $2,125-33.4% | $4,237-66.6% |
| Admin fee / account holder | $842 | $409+106.0% | $2,130-60.5% | $593+41.9% |