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 | $54,856 | $105,860-48.2% | $90,749-39.6% | $134,475-59.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.78% | -11.01%-1.8pp | -12.16%-0.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,041 | $3,462-12.2% | $2,921+4.1% | $4,740-35.8% |
| Participant deferral / active EE | $7,566 | $5,216+45.1% | $4,564+65.8% | $6,400+18.2% |
| Admin fee / account holder | $4,015 | $13,938-71.2% | $8,445-52.5% | $11,426-64.9% |