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 | $64,848 | $82,664-21.6% | $125,339-48.3% | $68,494-5.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.65% | -5.97%-3.7pp | 572.05%-581.7pp | -7.84%-1.8pp |
| Employer contribution / active EE | $8,380 | $3,381+147.9% | $4,814+74.1% | $2,596+222.8% |
| Participant deferral / active EE | $3,468 | $6,110-43.3% | $7,446-53.4% | $4,027-13.9% |
| Admin fee / account holder | $4,013 | $6,275-36.1% | $10,010-59.9% | $5,403-25.7% |