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 | $28,339 | $49,177-42.4% | $79,464-64.3% | $64,186-55.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.74% | -1.16%-0.6pp | 718.14%-719.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $4,742 | $2,076+128.4% | $2,800+69.3% | $2,381+99.2% |
| Participant deferral / active EE | $6,108 | $2,821+116.5% | $3,704+64.9% | $3,470+76.0% |
| Admin fee / account holder | $2,113 | $3,839-45.0% | $5,113-58.7% | $4,888-56.8% |