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 | $32,621 | $73,867-55.8% | $143,757-77.3% | $68,494-52.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.08% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,859 | $3,184-41.6% | $4,951-62.5% | $2,596-28.4% |
| Participant deferral / active EE | $3,241 | $3,384-4.2% | $5,637-42.5% | $4,027-19.5% |
| Admin fee / account holder | $1,018 | $5,755-82.3% | $14,673-93.1% | $5,403-81.2% |