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 6-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 | $35,724 | $82,664-56.8% | $125,339-71.5% | $68,494-47.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.57% | -5.97%-3.6pp | 572.05%-581.6pp | -7.84%-1.7pp |
| Employer contribution / active EE | $4,394 | $3,381+30.0% | $4,814-8.7% | $2,596+69.2% |
| Participant deferral / active EE | $11,005 | $6,110+80.1% | $7,446+47.8% | $4,027+173.3% |
| Admin fee / account holder | $677 | $6,275-89.2% | $10,010-93.2% | $5,403-87.5% |