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 | $30,577 | $167,307-81.7% | $143,757-78.7% | $134,475-77.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.13% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,033 | $5,619-46.0% | $4,951-38.7% | $4,740-36.0% |
| Participant deferral / active EE | $17,365 | $6,446+169.4% | $5,637+208.0% | $6,400+171.3% |
| Admin fee / account holder | $3,518 | $18,088-80.5% | $14,673-76.0% | $11,426-69.2% |