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 7-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 | $29,403 | $82,664-64.4% | $125,339-76.5% | $68,494-57.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.36% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $4,613 | $3,381+36.4% | $4,814-4.2% | $2,596+77.7% |
| Participant deferral / active EE | $6,651 | $6,110+8.9% | $7,446-10.7% | $4,027+65.2% |
| Admin fee / account holder | $1,907 | $6,275-69.6% | $10,010-81.0% | $5,403-64.7% |