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 | $47,800 | $167,307-71.4% | $143,757-66.7% | $134,475-64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.13% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $10,492 | $5,619+86.7% | $4,951+111.9% | $4,740+121.4% |
| Participant deferral / active EE | $8,618 | $6,446+33.7% | $5,637+52.9% | $6,400+34.7% |
| Admin fee / account holder | $447 | $18,088-97.5% | $14,673-97.0% | $11,426-96.1% |