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 7-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 | $64,813 | $82,664-21.6% | $125,339-48.3% | $68,494-5.4% |
| Participation rate | 87.0% | 75.0%+12.0pp | 82.4%+4.7pp | 67.9%+19.1pp |
| Annual return | -8.12% | -5.97%-2.2pp | 572.05%-580.2pp | -7.84%-0.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,417 | $6,110+86.8% | $7,446+53.3% | $4,027+183.5% |
| Admin fee / account holder | $1,705 | $6,275-72.8% | $10,010-83.0% | $5,403-68.4% |