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 | $31,410 | $167,307-81.2% | $143,757-78.2% | $134,475-76.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.22% | 0.46%-9.7pp | -0.04%-9.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,440 | $5,619-74.4% | $4,951-70.9% | $4,740-69.6% |
| Participant deferral / active EE | $7,792 | $6,446+20.9% | $5,637+38.2% | $6,400+21.8% |
| Admin fee / account holder | $28,341 | $18,088+56.7% | $14,673+93.2% | $11,426+148.0% |