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 | $12,210 | $45,863-73.4% | $77,024-84.1% | $68,494-82.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.09% | 1.72%-15.8pp | 42.32%-56.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $618 | $1,650-62.6% | $2,812-78.0% | $2,596-76.2% |
| Participant deferral / active EE | $3,338 | $2,962+12.7% | $4,426-24.6% | $4,027-17.1% |
| Admin fee / account holder | $514 | $3,041-83.1% | $5,425-90.5% | $5,403-90.5% |