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 9-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 | $18,120 | $95,971-81.1% | $74,550-75.7% | $135,375-86.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.12% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,904 | $2,716+6.9% | $1,961+48.1% | $4,779-39.2% |
| Participant deferral / active EE | $1,221 | $3,843-68.2% | $3,108-60.7% | $5,609-78.2% |
| Admin fee / account holder | $1,186 | $6,522-81.8% | $5,060-76.6% | $10,827-89.1% |