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 6-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 | $11,405 | $93,024-87.7% | $77,024-85.2% | $134,475-91.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.58% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,796 | $3,418-47.5% | $2,812-36.1% | $4,740-62.1% |
| Participant deferral / active EE | $3,051 | $5,238-41.8% | $4,426-31.1% | $6,400-52.3% |
| Admin fee / account holder | $4,942 | $6,944-28.8% | $5,425-8.9% | $11,426-56.8% |