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 | $17,623 | $100,754-82.5% | $86,677-79.7% | $134,475-86.9% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -19.61% | 29.04%-48.6pp | 35.91%-55.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,123 | $3,489-10.5% | $2,836+10.1% | $4,740-34.1% |
| Participant deferral / active EE | $7,383 | $5,338+38.3% | $4,656+58.6% | $6,400+15.4% |
| Admin fee / account holder | $947 | $10,926-91.3% | $7,493-87.4% | $11,426-91.7% |