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 | $35,021 | $95,862-63.5% | $79,550-56.0% | $134,475-74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.69% | -2.69%-11.0pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,576 | $3,128-49.6% | $2,413-34.7% | $4,740-66.7% |
| Participant deferral / active EE | $3,674 | $4,693-21.7% | $3,985-7.8% | $6,400-42.6% |
| Admin fee / account holder | $37,709 | $9,126+313.2% | $6,832+451.9% | $11,426+230.0% |