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 | $28,486 | $138,065-79.4% | $123,544-76.9% | $135,375-79.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.40% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,985 | $5,151-3.2% | $4,628+7.7% | $4,779+4.3% |
| Participant deferral / active EE | $4,518 | $6,799-33.6% | $6,426-29.7% | $5,609-19.5% |
| Admin fee / account holder | $318 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |