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 | $21,604 | $93,024-76.8% | $77,024-72.0% | $134,475-83.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.79% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,925 | $3,418-43.7% | $2,812-31.6% | $4,740-59.4% |
| Participant deferral / active EE | $3,993 | $5,238-23.8% | $4,426-9.8% | $6,400-37.6% |
| Admin fee / account holder | $6,520 | $6,944-6.1% | $5,425+20.2% | $11,426-42.9% |