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 | $35,338 | $167,484-78.9% | $151,611-76.7% | $134,475-73.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.85% | 7.80%-15.7pp | 3.33%-11.2pp | 417.96%-425.8pp |
| Employer contribution / active EE | $7,809 | $6,829+14.4% | $6,166+26.7% | $4,740+64.8% |
| Participant deferral / active EE | $9,605 | $8,986+6.9% | $8,363+14.8% | $6,400+50.1% |
| Admin fee / account holder | $833 | $13,783-94.0% | $11,616-92.8% | $11,426-92.7% |