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 6-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 | $11,632 | $95,862-87.9% | $79,550-85.4% | $134,475-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.42% | -2.69%-16.7pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,432 | $3,128-54.2% | $2,413-40.7% | $4,740-69.8% |
| Participant deferral / active EE | $5,322 | $4,693+13.4% | $3,985+33.5% | $6,400-16.8% |
| Admin fee / account holder | $822 | $9,126-91.0% | $6,832-88.0% | $11,426-92.8% |