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 | $54,822 | $54,350+0.9% | $82,719-33.7% | $68,494-20.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.80% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $6,058 | $2,218+173.1% | $3,009+101.3% | $2,596+133.3% |
| Participant deferral / active EE | $8,584 | $3,246+164.4% | $4,395+95.3% | $4,027+113.2% |
| Admin fee / account holder | $477 | $4,395-89.1% | $5,329-91.1% | $5,403-91.2% |