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 10-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 | $36,943 | $167,307-77.9% | $143,757-74.3% | $134,475-72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.13% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,747 | $5,619-15.5% | $4,951-4.1% | $4,740+0.2% |
| Participant deferral / active EE | $7,082 | $6,446+9.9% | $5,637+25.6% | $6,400+10.7% |
| Admin fee / account holder | $1,333 | $18,088-92.6% | $14,673-90.9% | $11,426-88.3% |