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 | $18,635 | $73,867-74.8% | $143,757-87.0% | $68,494-72.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.01% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,873 | $3,184-41.2% | $4,951-62.2% | $2,596-27.9% |
| Participant deferral / active EE | $2,976 | $3,384-12.1% | $5,637-47.2% | $4,027-26.1% |
| Admin fee / account holder | $1,224 | $5,755-78.7% | $14,673-91.7% | $5,403-77.3% |