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 | $17,432 | $133,958-87.0% | $112,228-84.5% | $134,475-87.0% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.1%+2.2pp | 81.2%-3.9pp |
| Annual return | -9.97% | 47.11%-57.1pp | 27.45%-37.4pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,859 | $4,038-54.0% | $3,635-48.9% | $4,740-60.8% |
| Participant deferral / active EE | $4,124 | $5,291-22.0% | $4,728-12.8% | $6,400-35.6% |
| Admin fee / account holder | $632 | $7,489-91.6% | $6,410-90.1% | $11,426-94.5% |