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 | $34,063 | $167,307-79.6% | $143,757-76.3% | $134,475-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.11% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,739 | $5,619-69.1% | $4,951-64.9% | $4,740-63.3% |
| Participant deferral / active EE | $6,160 | $6,446-4.4% | $5,637+9.3% | $6,400-3.7% |
| Admin fee / account holder | $1,094 | $18,088-94.0% | $14,673-92.5% | $11,426-90.4% |