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 | $23,552 | $95,862-75.4% | $79,550-70.4% | $134,475-82.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.47% | -2.69%-2.8pp | 0.16%-5.6pp | 417.96%-423.4pp |
| Employer contribution / active EE | $5,430 | $3,128+73.6% | $2,413+125.0% | $4,740+14.6% |
| Participant deferral / active EE | $5,069 | $4,693+8.0% | $3,985+27.2% | $6,400-20.8% |
| Admin fee / account holder | $1,015 | $9,126-88.9% | $6,832-85.1% | $11,426-91.1% |