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 | $29,073 | $167,307-82.6% | $143,757-79.8% | $134,475-78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.94% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,709 | $5,619-51.8% | $4,951-45.3% | $4,740-42.8% |
| Participant deferral / active EE | $11,165 | $6,446+73.2% | $5,637+98.1% | $6,400+74.5% |
| Admin fee / account holder | $1,775 | $18,088-90.2% | $14,673-87.9% | $11,426-84.5% |