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 | $45,018 | $82,664-45.5% | $125,339-64.1% | $68,494-34.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.89% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,038 | $3,381+49.0% | $4,814+4.7% | $2,596+94.0% |
| Participant deferral / active EE | $4,123 | $6,110-32.5% | $7,446-44.6% | $4,027+2.4% |
| Admin fee / account holder | $4,079 | $6,275-35.0% | $10,010-59.2% | $5,403-24.5% |