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 | $21,949 | $67,214-67.3% | $61,491-64.3% | $134,475-83.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.99% | -12.08%+0.1pp | -12.98%+1.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $13,819 | $4,974+177.8% | $4,246+225.5% | $4,740+191.6% |
| Participant deferral / active EE | $2,515 | $6,103-58.8% | $5,188-51.5% | $6,400-60.7% |
| Admin fee / account holder | $25,983 | $4,610+463.6% | $4,312+502.6% | $11,426+127.4% |