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 8-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 | $48,525 | $82,664-41.3% | $125,339-61.3% | $68,494-29.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.44% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $6,046 | $3,381+78.8% | $4,814+25.6% | $2,596+132.9% |
| Participant deferral / active EE | $7,274 | $6,110+19.0% | $7,446-2.3% | $4,027+80.6% |
| Admin fee / account holder | $3,238 | $6,275-48.4% | $10,010-67.6% | $5,403-40.1% |