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 | $51,482 | $142,344-63.8% | $119,609-57.0% | $134,475-61.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.33% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,876 | $5,222-64.1% | $4,232-55.7% | $4,740-60.4% |
| Participant deferral / active EE | $11,083 | $6,469+71.3% | $5,602+97.8% | $6,400+73.2% |
| Admin fee / account holder | $1,025 | $13,584-92.5% | $10,323-90.1% | $11,426-91.0% |