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 9-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 | $39,983 | $82,664-51.6% | $125,339-68.1% | $68,494-41.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.76% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,068 | $3,381-38.8% | $4,814-57.0% | $2,596-20.3% |
| Participant deferral / active EE | $6,386 | $6,110+4.5% | $7,446-14.2% | $4,027+58.6% |
| Admin fee / account holder | $831 | $6,275-86.8% | $10,010-91.7% | $5,403-84.6% |