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 8-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 | $24,626 | $82,664-70.2% | $125,339-80.4% | $68,494-64.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -4.71% | -5.97%+1.3pp | 572.05%-576.8pp | -7.84%+3.1pp |
| Employer contribution / active EE | $4,557 | $3,381+34.8% | $4,814-5.3% | $2,596+75.5% |
| Participant deferral / active EE | $6,091 | $6,110-0.3% | $7,446-18.2% | $4,027+51.2% |
| Admin fee / account holder | $2,699 | $6,275-57.0% | $10,010-73.0% | $5,403-50.0% |