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 | $40,172 | $175,600-77.1% | $129,110-68.9% | $134,475-70.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -10.49% | -11.39%+0.9pp | -10.94%+0.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,979 | $6,355-37.4% | $5,052-21.2% | $4,740-16.1% |
| Participant deferral / active EE | $8,566 | $7,975+7.4% | $6,542+30.9% | $6,400+33.8% |
| Admin fee / account holder | $2,337 | $23,567-90.1% | $14,302-83.7% | $11,426-79.5% |