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 6-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 | $18,728 | $167,307-88.8% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.58% | 0.46%-5.0pp | -0.04%-4.5pp | 417.96%-422.5pp |
| Employer contribution / active EE | $7,489 | $5,619+33.3% | $4,951+51.3% | $4,740+58.0% |
| Participant deferral / active EE | $2,857 | $6,446-55.7% | $5,637-49.3% | $6,400-55.4% |
| Admin fee / account holder | $1,295 | $18,088-92.8% | $14,673-91.2% | $11,426-88.7% |