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 | $44,392 | $90,519-51.0% | $93,789-52.7% | $134,475-67.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.72% | -15.72%0pp | -11.33%-4.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,820 | $4,343-35.1% | $4,323-34.8% | $4,740-40.5% |
| Participant deferral / active EE | $2,841 | $5,978-52.5% | $6,094-53.4% | $6,400-55.6% |
| Admin fee / account holder | $7,786 | $9,252-15.8% | $7,195+8.2% | $11,426-31.9% |