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 10-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 | $17,994 | $95,971-81.3% | $74,550-75.9% | $135,375-86.7% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -7.10% | 56.96%-64.1pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,411 | $2,716-48.1% | $1,961-28.1% | $4,779-70.5% |
| Participant deferral / active EE | $2,591 | $3,843-32.6% | $3,108-16.6% | $5,609-53.8% |
| Admin fee / account holder | $1,600 | $6,522-75.5% | $5,060-68.4% | $10,827-85.2% |