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 | $19,971 | $90,590-78.0% | $90,782-78.0% | $135,375-85.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.28% | -3.40%-4.9pp | -3.42%-4.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,007 | $4,352-53.9% | $4,105-51.1% | $4,779-58.0% |
| Participant deferral / active EE | $14,381 | $5,407+166.0% | $5,366+168.0% | $5,609+156.4% |
| Admin fee / account holder | $421 | $7,683-94.5% | $5,908-92.9% | $10,827-96.1% |