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 | $28,416 | $64,707-56.1% | $112,228-74.7% | $68,494-58.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.73% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,807 | $2,746+38.6% | $3,635+4.7% | $2,596+46.6% |
| Participant deferral / active EE | $5,480 | $3,565+53.7% | $4,728+15.9% | $4,027+36.1% |
| Admin fee / account holder | $646 | $5,232-87.6% | $6,410-89.9% | $5,403-88.0% |