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 | $24,393 | $82,286-70.4% | $68,791-64.5% | $134,475-81.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.01% | -2.19%-13.8pp | -6.38%-9.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,277 | $3,301-61.3% | $2,655-51.9% | $4,740-73.1% |
| Participant deferral / active EE | $2,724 | $4,739-42.5% | $3,941-30.9% | $6,400-57.4% |
| Admin fee / account holder | $1,399 | $6,481-78.4% | $4,932-71.6% | $11,426-87.8% |