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 | $22,196 | $54,229-59.1% | $70,092-68.3% | $68,494-67.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.11% | -13.87%-4.2pp | 190.73%-208.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,493 | $2,018-26.0% | $2,559-41.7% | $2,596-42.5% |
| Participant deferral / active EE | $3,988 | $2,956+34.9% | $3,849+3.6% | $4,027-1.0% |
| Admin fee / account holder | $1,853 | $4,694-60.5% | $6,267-70.4% | $5,403-65.7% |