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 5-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 | $37,561 | $167,307-77.5% | $143,757-73.9% | $134,475-72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.04% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,597 | $5,619-18.2% | $4,951-7.2% | $4,740-3.0% |
| Participant deferral / active EE | $13,552 | $6,446+110.2% | $5,637+140.4% | $6,400+111.8% |
| Admin fee / account holder | $4,051 | $18,088-77.6% | $14,673-72.4% | $11,426-64.5% |