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 | $46,290 | $69,010-32.9% | $159,960-71.1% | $68,494-32.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -12.14% | -9.65%-2.5pp | 408.60%-420.7pp | -7.84%-4.3pp |
| Employer contribution / active EE | $16,047 | $2,213+625.0% | $4,226+279.7% | $2,596+518.1% |
| Participant deferral / active EE | $6,627 | $4,212+57.3% | $6,182+7.2% | $4,027+64.6% |
| Admin fee / account holder | $8,088 | $4,798+68.6% | $8,698-7.0% | $5,403+49.7% |