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 | $20,307 | $95,862-78.8% | $79,550-74.5% | $134,475-84.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.13% | -2.69%-9.4pp | 0.16%-12.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,171 | $3,128-62.6% | $2,413-51.5% | $4,740-75.3% |
| Participant deferral / active EE | $2,322 | $4,693-50.5% | $3,985-41.7% | $6,400-63.7% |
| Admin fee / account holder | $528 | $9,126-94.2% | $6,832-92.3% | $11,426-95.4% |