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 | $51,585 | $167,307-69.2% | $143,757-64.1% | $134,475-61.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.52% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,460 | $5,619-20.6% | $4,951-9.9% | $4,740-5.9% |
| Participant deferral / active EE | $3,518 | $6,446-45.4% | $5,637-37.6% | $6,400-45.0% |
| Admin fee / account holder | $2,276 | $18,088-87.4% | $14,673-84.5% | $11,426-80.1% |