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 | $20,660 | $73,867-72.0% | $143,757-85.6% | $68,494-69.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.17% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,504 | $3,184-52.8% | $4,951-69.6% | $2,596-42.1% |
| Participant deferral / active EE | $1,250 | $3,384-63.1% | $5,637-77.8% | $4,027-69.0% |
| Admin fee / account holder | $703 | $5,755-87.8% | $14,673-95.2% | $5,403-87.0% |