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 4-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 | $48,640 | $54,350-10.5% | $82,719-41.2% | $68,494-29.0% |
| Participation rate | 82.9% | 63.9%+18.9pp | 72.6%+10.3pp | 67.9%+15.0pp |
| Annual return | -16.44% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,746 | $2,218-21.3% | $3,009-42.0% | $2,596-32.7% |
| Participant deferral / active EE | $10,505 | $3,246+223.6% | $4,395+139.0% | $4,027+160.9% |
| Admin fee / account holder | $61,458 | $4,395+1298.2% | $5,329+1053.3% | $5,403+1037.5% |