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 | $54,556 | $82,664-34.0% | $125,339-56.5% | $68,494-20.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.45% | -5.97%-3.5pp | 572.05%-581.5pp | -7.84%-1.6pp |
| Employer contribution / active EE | $5,151 | $3,381+52.3% | $4,814+7.0% | $2,596+98.4% |
| Participant deferral / active EE | $12,387 | $6,110+102.7% | $7,446+66.4% | $4,027+207.6% |
| Admin fee / account holder | $3,918 | $6,275-37.6% | $10,010-60.9% | $5,403-27.5% |