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 | $8,980 | $93,024-90.3% | $77,024-88.3% | $134,475-93.3% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -17.22% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $11,083 | $3,418+224.3% | $2,812+294.1% | $4,740+133.8% |
| Participant deferral / active EE | $3,521 | $5,238-32.8% | $4,426-20.5% | $6,400-45.0% |
| Admin fee / account holder | $18,124 | $6,944+161.0% | $5,425+234.1% | $11,426+58.6% |