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 | $18,913 | $133,958-85.9% | $112,228-83.1% | $134,475-85.9% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -16.62% | 47.11%-63.7pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,095 | $4,038-48.1% | $3,635-42.4% | $4,740-55.8% |
| Participant deferral / active EE | $5,300 | $5,291+0.2% | $4,728+12.1% | $6,400-17.2% |
| Admin fee / account holder | $9,668 | $7,489+29.1% | $6,410+50.8% | $11,426-15.4% |