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 | $41,560 | $167,307-75.2% | $143,757-71.1% | $134,475-69.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.13% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,912 | $5,619-66.0% | $4,951-61.4% | $4,740-59.7% |
| Participant deferral / active EE | $11,875 | $6,446+84.2% | $5,637+110.7% | $6,400+85.6% |
| Admin fee / account holder | $510 | $18,088-97.2% | $14,673-96.5% | $11,426-95.5% |