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 | $84,632 | $95,862-11.7% | $79,550+6.4% | $134,475-37.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.07% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,519 | $3,128+12.5% | $2,413+45.8% | $4,740-25.8% |
| Participant deferral / active EE | $2,313 | $4,693-50.7% | $3,985-42.0% | $6,400-63.9% |
| Admin fee / account holder | $420 | $9,126-95.4% | $6,832-93.9% | $11,426-96.3% |