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 | $28,713 | $142,344-79.8% | $119,609-76.0% | $134,475-78.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.73% | -12.44%+0.7pp | -14.97%+3.2pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,277 | $5,222-56.4% | $4,232-46.2% | $4,740-52.0% |
| Participant deferral / active EE | $5,784 | $6,469-10.6% | $5,602+3.3% | $6,400-9.6% |
| Admin fee / account holder | $630 | $13,584-95.4% | $10,323-93.9% | $11,426-94.5% |