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 9-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 | $23,390 | $43,723-46.5% | $121,196-80.7% | $64,186-63.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -7.17% | 68.91%-76.1pp | 16.93%-24.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,022 | $1,296+210.3% | $4,0220% | $2,381+68.9% |
| Participant deferral / active EE | $4,157 | $2,280+82.3% | $3,344+24.3% | $3,470+19.8% |
| Admin fee / account holder | $3,116 | $3,501-11.0% | $5,019-37.9% | $4,888-36.3% |