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 5-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 | $16,666 | $106,543-84.4% | $91,220-81.7% | $134,475-87.6% |
| Participation rate | 76.2% | 76.8%-0.6pp | 73.2%+3.0pp | 81.2%-5.0pp |
| Annual return | -14.88% | 160.60%-175.5pp | 114.01%-128.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,052 | $3,331-38.4% | $2,850-28.0% | $4,740-56.7% |
| Participant deferral / active EE | $3,905 | $4,719-17.2% | $4,234-7.8% | $6,400-39.0% |
| Admin fee / account holder | $1,922 | $6,231-69.2% | $5,420-64.5% | $11,426-83.2% |