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 | $9,123 | $92,703-90.2% | $82,719-89.0% | $134,475-93.2% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -18.89% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,514 | $3,274-53.7% | $3,009-49.7% | $4,740-68.1% |
| Participant deferral / active EE | $3,216 | $4,802-33.0% | $4,395-26.8% | $6,400-49.8% |
| Admin fee / account holder | $667 | $5,983-88.8% | $5,329-87.5% | $11,426-94.2% |