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 | $64,168 | $167,307-61.6% | $143,757-55.4% | $134,475-52.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.87% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,434 | $5,619-56.7% | $4,951-50.8% | $4,740-48.7% |
| Participant deferral / active EE | $8,194 | $6,446+27.1% | $5,637+45.4% | $6,400+28.0% |
| Admin fee / account holder | $536 | $18,088-97.0% | $14,673-96.3% | $11,426-95.3% |