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 | $28,093 | $54,350-48.3% | $82,719-66.0% | $68,494-59.0% |
| Participation rate | 91.5% | 63.9%+27.6pp | 72.6%+18.9pp | 67.9%+23.6pp |
| Annual return | -12.17% | -13.67%+1.5pp | 701.18%-713.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $7,649 | $2,218+244.8% | $3,009+154.2% | $2,596+194.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,129 | $4,395+107.7% | $5,329+71.3% | $5,403+69.0% |