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 8-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 | $28,210 | $82,664-65.9% | $125,339-77.5% | $68,494-58.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -6.31% | -5.97%-0.3pp | 572.05%-578.4pp | -7.84%+1.5pp |
| Employer contribution / active EE | $4,876 | $3,381+44.2% | $4,814+1.3% | $2,596+87.8% |
| Participant deferral / active EE | $10,117 | $6,110+65.6% | $7,446+35.9% | $4,027+151.2% |
| Admin fee / account holder | $1,387 | $6,275-77.9% | $10,010-86.1% | $5,403-74.3% |