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 8-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 | $96,066 | $167,307-42.6% | $143,757-33.2% | $134,475-28.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.34% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,709 | $5,619-51.8% | $4,951-45.3% | $4,740-42.8% |
| Participant deferral / active EE | $8,839 | $6,446+37.1% | $5,637+56.8% | $6,400+38.1% |
| Admin fee / account holder | $2,561 | $18,088-85.8% | $14,673-82.5% | $11,426-77.6% |