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 9-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 | $26,368 | $72,404-63.6% | $110,238-76.1% | $64,186-58.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -0.26% | -6.29%+6.0pp | 314.74%-315.0pp | 7.63%-7.9pp |
| Employer contribution / active EE | $3,624 | $2,282+58.8% | $3,826-5.3% | $2,381+52.2% |
| Participant deferral / active EE | $5,586 | $3,469+61.0% | $4,672+19.6% | $3,470+61.0% |
| Admin fee / account holder | $521 | $5,664-90.8% | $8,547-93.9% | $4,888-89.3% |