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 | $47,828 | $82,664-42.1% | $125,339-61.8% | $68,494-30.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,917 | $3,381-13.7% | $4,814-39.4% | $2,596+12.4% |
| Participant deferral / active EE | $7,009 | $6,110+14.7% | $7,446-5.9% | $4,027+74.0% |
| Admin fee / account holder | $3,207 | $6,275-48.9% | $10,010-68.0% | $5,403-40.6% |