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 | $41,186 | $82,664-50.2% | $125,339-67.1% | $68,494-39.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,055 | $3,381-68.8% | $4,814-78.1% | $2,596-59.4% |
| Participant deferral / active EE | $3,500 | $6,110-42.7% | $7,446-53.0% | $4,027-13.1% |
| Admin fee / account holder | $2,284 | $6,275-63.6% | $10,010-77.2% | $5,403-57.7% |