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 | $9,176 | $93,024-90.1% | $77,024-88.1% | $134,475-93.2% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -19.99% | 62.60%-82.6pp | 42.32%-62.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $729 | $3,418-78.7% | $2,812-74.1% | $4,740-84.6% |
| Participant deferral / active EE | $5,912 | $5,238+12.9% | $4,426+33.6% | $6,400-7.6% |
| Admin fee / account holder | $2,160 | $6,944-68.9% | $5,425-60.2% | $11,426-81.1% |