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 | $26,501 | $82,664-67.9% | $125,339-78.9% | $68,494-61.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,229 | $3,381+84.2% | $4,814+29.4% | $2,596+139.9% |
| Participant deferral / active EE | $11,795 | $6,110+93.0% | $7,446+58.4% | $4,027+192.9% |
| Admin fee / account holder | $16,971 | $6,275+170.4% | $10,010+69.5% | $5,403+214.1% |