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 | $31,855 | $90,519-64.8% | $93,789-66.0% | $134,475-76.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.69% | -15.72%-1.0pp | -11.33%-5.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,566 | $4,343-17.9% | $4,323-17.5% | $4,740-24.8% |
| Participant deferral / active EE | $4,547 | $5,978-23.9% | $6,094-25.4% | $6,400-28.9% |
| Admin fee / account holder | $5,679 | $9,252-38.6% | $7,195-21.1% | $11,426-50.3% |