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 6-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 | $25,635 | $95,862-73.3% | $79,550-67.8% | $134,475-80.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.15% | -2.69%-13.5pp | 0.16%-16.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,634 | $3,128-15.8% | $2,413+9.1% | $4,740-44.4% |
| Participant deferral / active EE | $8,623 | $4,693+83.7% | $3,985+116.4% | $6,400+34.7% |
| Admin fee / account holder | $14,486 | $9,126+58.7% | $6,832+112.0% | $11,426+26.8% |