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 6-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 | $7,742 | $93,024-91.7% | $77,024-89.9% | $134,475-94.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.8pp | 81.2%+10.4pp |
| Annual return | -20.12% | 62.60%-82.7pp | 42.32%-62.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,835 | $3,418-46.3% | $2,812-34.7% | $4,740-61.3% |
| Participant deferral / active EE | $2,832 | $5,238-45.9% | $4,426-36.0% | $6,400-55.8% |
| Admin fee / account holder | $1,017 | $6,944-85.4% | $5,425-81.3% | $11,426-91.1% |