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 8-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 | $28,465 | $152,509-81.3% | $117,472-75.8% | $134,475-78.8% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -17.45% | 52.99%-70.4pp | 29.74%-47.2pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,552 | $5,571-72.1% | $4,176-62.8% | $4,740-67.3% |
| Participant deferral / active EE | $3,931 | $4,818-18.4% | $4,070-3.4% | $6,400-38.6% |
| Admin fee / account holder | $382 | $7,004-94.5% | $5,645-93.2% | $11,426-96.7% |