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 | $52,584 | $82,286-36.1% | $68,791-23.6% | $134,475-60.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.52% | -2.19%-16.3pp | -6.38%-12.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,395 | $3,301-27.4% | $2,655-9.8% | $4,740-49.5% |
| Participant deferral / active EE | $8,493 | $4,739+79.2% | $3,941+115.5% | $6,400+32.7% |
| Admin fee / account holder | $381 | $6,481-94.1% | $4,932-92.3% | $11,426-96.7% |