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 | $24,174 | $54,229-55.4% | $70,092-65.5% | $68,494-64.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.48% | -13.87%-2.6pp | 190.73%-207.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,622 | $2,018-19.6% | $2,559-36.6% | $2,596-37.5% |
| Participant deferral / active EE | $1,639 | $2,956-44.5% | $3,849-57.4% | $4,027-59.3% |
| Admin fee / account holder | $7,082 | $4,694+50.9% | $6,267+13.0% | $5,403+31.1% |