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 | $26,945 | $82,664-67.4% | $125,339-78.5% | $68,494-60.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.98% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,438 | $3,381-27.9% | $4,814-49.3% | $2,596-6.1% |
| Participant deferral / active EE | $5,299 | $6,110-13.3% | $7,446-28.8% | $4,027+31.6% |
| Admin fee / account holder | $791 | $6,275-87.4% | $10,010-92.1% | $5,403-85.4% |