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 | $39,205 | $167,307-76.6% | $143,757-72.7% | $134,475-70.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.43% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $9,636 | $5,619+71.5% | $4,951+94.6% | $4,740+103.3% |
| Participant deferral / active EE | $4,498 | $6,446-30.2% | $5,637-20.2% | $6,400-29.7% |
| Admin fee / account holder | $317 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |