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 9-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 | $22,678 | $82,664-72.6% | $125,339-81.9% | $68,494-66.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.18% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,067 | $3,381+20.3% | $4,814-15.5% | $2,596+56.7% |
| Participant deferral / active EE | $10,648 | $6,110+74.3% | $7,446+43.0% | $4,027+164.4% |
| Admin fee / account holder | $7,089 | $6,275+13.0% | $10,010-29.2% | $5,403+31.2% |