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 10-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 | $15,939 | $73,867-78.4% | $143,757-88.9% | $68,494-76.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.85% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,288 | $3,184-28.1% | $4,951-53.8% | $2,596-11.9% |
| Participant deferral / active EE | $4,539 | $3,384+34.1% | $5,637-19.5% | $4,027+12.7% |
| Admin fee / account holder | $2,188 | $5,755-62.0% | $14,673-85.1% | $5,403-59.5% |