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 | $36,740 | $82,664-55.6% | $125,339-70.7% | $68,494-46.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.28% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,675 | $3,381+67.8% | $4,814+17.9% | $2,596+118.6% |
| Participant deferral / active EE | $11,670 | $6,110+91.0% | $7,446+56.7% | $4,027+189.8% |
| Admin fee / account holder | $4,251 | $6,275-32.3% | $10,010-57.5% | $5,403-21.3% |