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 6-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 | $9,885 | $93,024-89.4% | $77,024-87.2% | $134,475-92.6% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -16.13% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,127 | $3,418-67.0% | $2,812-59.9% | $4,740-76.2% |
| Participant deferral / active EE | $3,037 | $5,238-42.0% | $4,426-31.4% | $6,400-52.5% |
| Admin fee / account holder | $2,384 | $6,944-65.7% | $5,425-56.1% | $11,426-79.1% |