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 | $14,738 | $133,958-89.0% | $112,228-86.9% | $134,475-89.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.01% | 47.11%-67.1pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,383 | $4,038-41.0% | $3,635-34.4% | $4,740-49.7% |
| Participant deferral / active EE | $3,066 | $5,291-42.0% | $4,728-35.1% | $6,400-52.1% |
| Admin fee / account holder | $1,036 | $7,489-86.2% | $6,410-83.8% | $11,426-90.9% |