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 | $38,322 | $167,484-77.1% | $151,611-74.7% | $134,475-71.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.12% | 7.80%-24.9pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,661 | $6,829-31.7% | $6,166-24.4% | $4,740-1.7% |
| Participant deferral / active EE | $5,583 | $8,986-37.9% | $8,363-33.2% | $6,400-12.8% |
| Admin fee / account holder | $4,055 | $13,783-70.6% | $11,616-65.1% | $11,426-64.5% |