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 8-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 | $10,216 | $95,862-89.3% | $79,550-87.2% | $134,475-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.26% | -2.69%-15.6pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,485 | $3,128-52.5% | $2,413-38.5% | $4,740-68.7% |
| Participant deferral / active EE | $2,628 | $4,693-44.0% | $3,985-34.0% | $6,400-58.9% |
| Admin fee / account holder | $540 | $9,126-94.1% | $6,832-92.1% | $11,426-95.3% |