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 | $21,325 | $73,867-71.1% | $143,757-85.2% | $68,494-68.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -5.85% | 1.01%-6.9pp | -0.04%-5.8pp | -7.84%+2.0pp |
| Employer contribution / active EE | $2,112 | $3,184-33.7% | $4,951-57.3% | $2,596-18.7% |
| Participant deferral / active EE | $3,990 | $3,384+17.9% | $5,637-29.2% | $4,027-0.9% |
| Admin fee / account holder | $3,321 | $5,755-42.3% | $14,673-77.4% | $5,403-38.5% |