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 | $42,019 | $82,664-49.2% | $125,339-66.5% | $68,494-38.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.98% | -5.97%-6.0pp | 572.05%-584.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $4,805 | $3,381+42.1% | $4,814-0.2% | $2,596+85.1% |
| Participant deferral / active EE | $6,305 | $6,110+3.2% | $7,446-15.3% | $4,027+56.6% |
| Admin fee / account holder | $381 | $6,275-93.9% | $10,010-96.2% | $5,403-92.9% |