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 9-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 | $48,760 | $167,307-70.9% | $143,757-66.1% | $134,475-63.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.17% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,659 | $5,619-17.1% | $4,951-5.9% | $4,740-1.7% |
| Participant deferral / active EE | $6,387 | $6,446-0.9% | $5,637+13.3% | $6,400-0.2% |
| Admin fee / account holder | $2,693 | $18,088-85.1% | $14,673-81.6% | $11,426-76.4% |