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 | $30,959 | $82,286-62.4% | $68,791-55.0% | $134,475-77.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.82% | -2.19%-11.6pp | -6.38%-7.4pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,924 | $3,301-11.4% | $2,655+10.1% | $4,740-38.3% |
| Participant deferral / active EE | $5,360 | $4,739+13.1% | $3,941+36.0% | $6,400-16.2% |
| Admin fee / account holder | $3,588 | $6,481-44.6% | $4,932-27.2% | $11,426-68.6% |