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 4-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 | $37,970 | $167,307-77.3% | $143,757-73.6% | $134,475-71.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.99% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,730 | $5,619-15.8% | $4,951-4.5% | $4,740-0.2% |
| Participant deferral / active EE | $6,612 | $6,446+2.6% | $5,637+17.3% | $6,400+3.3% |
| Admin fee / account holder | $5,136 | $18,088-71.6% | $14,673-65.0% | $11,426-55.0% |