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 8-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 | $41,512 | $167,307-75.2% | $143,757-71.1% | $134,475-69.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.17% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,112 | $5,619-62.4% | $4,951-57.3% | $4,740-55.4% |
| Participant deferral / active EE | $9,656 | $6,446+49.8% | $5,637+71.3% | $6,400+50.9% |
| Admin fee / account holder | $599 | $18,088-96.7% | $14,673-95.9% | $11,426-94.8% |