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 | $16,953 | $190,805-91.1% | $159,960-89.4% | $134,475-87.4% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -18.02% | 552.23%-570.3pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $905 | $4,995-81.9% | $4,226-78.6% | $4,740-80.9% |
| Participant deferral / active EE | $2,749 | $6,923-60.3% | $6,182-55.5% | $6,400-57.0% |
| Admin fee / account holder | $1,308 | $10,471-87.5% | $8,698-85.0% | $11,426-88.5% |