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 | $22,942 | $73,867-68.9% | $143,757-84.0% | $68,494-66.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.22% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,720 | $3,184-14.6% | $4,951-45.1% | $2,596+4.7% |
| Participant deferral / active EE | $7,908 | $3,384+133.7% | $5,637+40.3% | $4,027+96.4% |
| Admin fee / account holder | $1,338 | $5,755-76.8% | $14,673-90.9% | $5,403-75.2% |