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 | $16,875 | $59,805-71.8% | $79,550-78.8% | $68,494-75.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.28% | -12.30%-6.0pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,293 | $1,505+118.8% | $2,413+36.5% | $2,596+26.8% |
| Participant deferral / active EE | $2,281 | $3,024-24.6% | $3,985-42.8% | $4,027-43.4% |
| Admin fee / account holder | $1,675 | $4,835-65.3% | $6,832-75.5% | $5,403-69.0% |