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 5-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 | $36,053 | $167,307-78.5% | $143,757-74.9% | $134,475-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.15% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,602 | $5,619-53.7% | $4,951-47.4% | $4,740-45.1% |
| Participant deferral / active EE | $18,157 | $6,446+181.7% | $5,637+222.1% | $6,400+183.7% |
| Admin fee / account holder | $323 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |