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 | $39,396 | $82,664-52.3% | $125,339-68.6% | $68,494-42.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.50% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,551 | $3,381-24.5% | $4,814-47.0% | $2,596-1.7% |
| Participant deferral / active EE | $6,084 | $6,110-0.4% | $7,446-18.3% | $4,027+51.1% |
| Admin fee / account holder | $3,057 | $6,275-51.3% | $10,010-69.5% | $5,403-43.4% |