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 | $7,021 | $93,024-92.5% | $77,024-90.9% | $134,475-94.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.21% | 62.60%-81.8pp | 42.32%-61.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,701 | $3,418-50.2% | $2,812-39.5% | $4,740-64.1% |
| Participant deferral / active EE | $2,736 | $5,238-47.8% | $4,426-38.2% | $6,400-57.2% |
| Admin fee / account holder | $797 | $6,944-88.5% | $5,425-85.3% | $11,426-93.0% |