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 | $52,340 | $82,664-36.7% | $125,339-58.2% | $68,494-23.6% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -18.67% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,833 | $3,381+72.5% | $4,814+21.2% | $2,596+124.7% |
| Participant deferral / active EE | $13,313 | $6,110+117.9% | $7,446+78.8% | $4,027+230.6% |
| Admin fee / account holder | $2,671 | $6,275-57.4% | $10,010-73.3% | $5,403-50.6% |