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 7-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 | $12,002 | $93,024-87.1% | $77,024-84.4% | $134,475-91.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.65% | 62.60%-80.2pp | 42.32%-60.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $971 | $3,418-71.6% | $2,812-65.5% | $4,740-79.5% |
| Participant deferral / active EE | $3,005 | $5,238-42.6% | $4,426-32.1% | $6,400-53.0% |
| Admin fee / account holder | $1,660 | $6,944-76.1% | $5,425-69.4% | $11,426-85.5% |