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 | $29,605 | $95,862-69.1% | $79,550-62.8% | $134,475-78.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.16% | -2.69%-16.5pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,371 | $3,128-24.2% | $2,413-1.7% | $4,740-50.0% |
| Participant deferral / active EE | $2,486 | $4,693-47.0% | $3,985-37.6% | $6,400-61.2% |
| Admin fee / account holder | $3,761 | $9,126-58.8% | $6,832-45.0% | $11,426-67.1% |