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 | $10,206 | $73,867-86.2% | $143,757-92.9% | $68,494-85.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.43% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,348 | $3,184-26.3% | $4,951-52.6% | $2,596-9.6% |
| Participant deferral / active EE | $2,997 | $3,384-11.4% | $5,637-46.8% | $4,027-25.6% |
| Admin fee / account holder | $1,070 | $5,755-81.4% | $14,673-92.7% | $5,403-80.2% |