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 7-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 | $31,795 | $99,640-68.1% | $86,436-63.2% | $134,475-76.4% |
| Participation rate | 70.8% | 82.0%-11.2pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -19.38% | 6782.58%-6802.0pp | 4394.89%-4414.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,134 | $4,400-74.2% | $3,769-69.9% | $4,740-76.1% |
| Participant deferral / active EE | $3,019 | $7,246-58.3% | $6,952-56.6% | $6,400-52.8% |
| Admin fee / account holder | $2,132 | $8,371-74.5% | $6,731-68.3% | $11,426-81.3% |