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 | $53,007 | $53,162-0.3% | $91,220-41.9% | $68,494-22.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -12.07% | -3.14%-8.9pp | 114.01%-126.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,988 | $1,709+74.8% | $2,850+4.8% | $2,596+15.1% |
| Participant deferral / active EE | $4,380 | $2,974+47.3% | $4,234+3.5% | $4,027+8.8% |
| Admin fee / account holder | $8,015 | $4,493+78.4% | $5,420+47.9% | $5,403+48.4% |