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 | $8,947 | $88,594-89.9% | $70,092-87.2% | $134,475-93.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.23% | 442.67%-460.9pp | 190.73%-209.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $743 | $3,233-77.0% | $2,559-71.0% | $4,740-84.3% |
| Participant deferral / active EE | $3,832 | $4,772-19.7% | $3,849-0.4% | $6,400-40.1% |
| Admin fee / account holder | $887 | $10,441-91.5% | $6,267-85.8% | $11,426-92.2% |