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 | $38,810 | $82,664-53.1% | $125,339-69.0% | $68,494-43.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,330 | $3,381-31.1% | $4,814-51.6% | $2,596-10.2% |
| Participant deferral / active EE | $5,016 | $6,110-17.9% | $7,446-32.6% | $4,027+24.6% |
| Admin fee / account holder | $1,791 | $6,275-71.5% | $10,010-82.1% | $5,403-66.9% |