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 | $36,718 | $129,942-71.7% | $104,294-64.8% | $134,475-72.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.80% | 42.03%-57.8pp | 24.61%-40.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,034 | $4,184-51.4% | $3,372-39.7% | $4,740-57.1% |
| Participant deferral / active EE | $9,005 | $5,588+61.2% | $4,625+94.7% | $6,400+40.7% |
| Admin fee / account holder | $5,756 | $9,323-38.3% | $7,339-21.6% | $11,426-49.6% |