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 6-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 | $26,963 | $167,307-83.9% | $143,757-81.2% | $134,475-79.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.91% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $7,944 | $5,619+41.4% | $4,951+60.5% | $4,740+67.6% |
| Participant deferral / active EE | $4,100 | $6,446-36.4% | $5,637-27.3% | $6,400-35.9% |
| Admin fee / account holder | $2,674 | $18,088-85.2% | $14,673-81.8% | $11,426-76.6% |