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 | $16,211 | $138,044-88.3% | $125,339-87.1% | $134,475-87.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -1.41% | 750.33%-751.7pp | 572.05%-573.5pp | 417.96%-419.4pp |
| Employer contribution / active EE | $8,918 | $5,243+70.1% | $4,814+85.3% | $4,740+88.2% |
| Participant deferral / active EE | $12,048 | $7,799+54.5% | $7,446+61.8% | $6,400+88.3% |
| Admin fee / account holder | $6,457 | $11,571-44.2% | $10,010-35.5% | $11,426-43.5% |