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 | $54,316 | $95,862-43.3% | $79,550-31.7% | $134,475-59.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.17% | -2.69%-14.5pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,551 | $3,128-18.4% | $2,413+5.7% | $4,740-46.2% |
| Participant deferral / active EE | $5,238 | $4,693+11.6% | $3,985+31.4% | $6,400-18.2% |
| Admin fee / account holder | $740 | $9,126-91.9% | $6,832-89.2% | $11,426-93.5% |