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 | $81,363 | $167,307-51.4% | $143,757-43.4% | $134,475-39.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.48% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $13,563 | $5,619+141.4% | $4,951+173.9% | $4,740+186.1% |
| Participant deferral / active EE | $3,420 | $6,446-46.9% | $5,637-39.3% | $6,400-46.6% |
| Admin fee / account holder | $3,310 | $18,088-81.7% | $14,673-77.4% | $11,426-71.0% |