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 10-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 | $37,805 | $167,307-77.4% | $143,757-73.7% | $134,475-71.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.48% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,735 | $5,619-51.3% | $4,951-44.8% | $4,740-42.3% |
| Participant deferral / active EE | $2,735 | $6,446-57.6% | $5,637-51.5% | $6,400-57.3% |
| Admin fee / account holder | $3,120 | $18,088-82.8% | $14,673-78.7% | $11,426-72.7% |