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 | $53,123 | $82,664-35.7% | $125,339-57.6% | $68,494-22.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.59% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,265 | $3,381-33.0% | $4,814-52.9% | $2,596-12.8% |
| Participant deferral / active EE | $2,881 | $6,110-52.9% | $7,446-61.3% | $4,027-28.5% |
| Admin fee / account holder | $2,682 | $6,275-57.3% | $10,010-73.2% | $5,403-50.4% |