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 | $53,895 | $82,664-34.8% | $125,339-57.0% | $68,494-21.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.28% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $4,888 | $3,381+44.6% | $4,814+1.6% | $2,596+88.3% |
| Participant deferral / active EE | $3,233 | $6,110-47.1% | $7,446-56.6% | $4,027-19.7% |
| Admin fee / account holder | $5,887 | $6,275-6.2% | $10,010-41.2% | $5,403+9.0% |