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 7-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 | $50,475 | $167,484-69.9% | $151,611-66.7% | $134,475-62.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.39% | 7.80%-22.2pp | 3.33%-17.7pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,430 | $6,829-64.4% | $6,166-60.6% | $4,740-48.7% |
| Participant deferral / active EE | $15,216 | $8,986+69.3% | $8,363+81.9% | $6,400+137.8% |
| Admin fee / account holder | $704 | $13,783-94.9% | $11,616-93.9% | $11,426-93.8% |