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 | $35,793 | $167,307-78.6% | $143,757-75.1% | $134,475-73.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.60% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,912 | $5,619-12.6% | $4,951-0.8% | $4,740+3.6% |
| Participant deferral / active EE | $2,278 | $6,446-64.7% | $5,637-59.6% | $6,400-64.4% |
| Admin fee / account holder | $2,225 | $18,088-87.7% | $14,673-84.8% | $11,426-80.5% |