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 | $40,737 | $167,307-75.7% | $143,757-71.7% | $134,475-69.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.62% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,609 | $5,619-18.0% | $4,951-6.9% | $4,740-2.8% |
| Participant deferral / active EE | $9,106 | $6,446+41.3% | $5,637+61.5% | $6,400+42.3% |
| Admin fee / account holder | $415 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |