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 | $44,920 | $82,664-45.7% | $125,339-64.2% | $68,494-34.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.83% | -5.97%-4.9pp | 572.05%-582.9pp | -7.84%-3.0pp |
| Employer contribution / active EE | $4,320 | $3,381+27.8% | $4,814-10.3% | $2,596+66.4% |
| Participant deferral / active EE | $10,884 | $6,110+78.1% | $7,446+46.2% | $4,027+170.3% |
| Admin fee / account holder | $9,892 | $6,275+57.6% | $10,010-1.2% | $5,403+83.1% |