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 7-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 | $22,903 | $59,107-61.3% | $86,436-73.5% | $68,494-66.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.68% | -0.23%-10.4pp | 4394.89%-4405.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $4,220 | $2,519+67.5% | $3,769+12.0% | $2,596+62.5% |
| Participant deferral / active EE | $13,738 | $5,901+132.8% | $6,952+97.6% | $4,027+241.1% |
| Admin fee / account holder | $1,767 | $5,637-68.6% | $6,731-73.7% | $5,403-67.3% |