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 3-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 | $32,603 | $167,484-80.5% | $151,611-78.5% | $134,475-75.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.95% | 7.80%-23.7pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $14,481 | $6,829+112.0% | $6,166+134.8% | $4,740+205.5% |
| Participant deferral / active EE | $20,885 | $8,986+132.4% | $8,363+149.7% | $6,400+226.3% |
| Admin fee / account holder | $486,227 | $13,783+3427.8% | $11,616+4085.9% | $11,426+4155.5% |