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 6-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 | $48,125 | $95,862-49.8% | $79,550-39.5% | $134,475-64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.00% | -2.69%-5.3pp | 0.16%-8.2pp | 417.96%-426.0pp |
| Employer contribution / active EE | $28,044 | $3,128+796.5% | $2,413+1062.1% | $4,740+491.7% |
| Participant deferral / active EE | $12,618 | $4,693+168.9% | $3,985+216.6% | $6,400+97.2% |
| Admin fee / account holder | $152,732 | $9,126+1573.6% | $6,832+2135.4% | $11,426+1236.7% |