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 | $41,307 | $105,860-61.0% | $90,749-54.5% | $134,475-69.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.53% | -11.01%-8.5pp | -12.16%-7.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,813 | $3,462-47.6% | $2,921-37.9% | $4,740-61.7% |
| Participant deferral / active EE | $14,067 | $5,216+169.7% | $4,564+208.2% | $6,400+119.8% |
| Admin fee / account holder | $467 | $13,938-96.7% | $8,445-94.5% | $11,426-95.9% |