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 | $18,120 | $93,024-80.5% | $77,024-76.5% | $134,475-86.5% |
| Participation rate | 91.3% | 74.5%+16.8pp | 67.9%+23.4pp | 81.2%+10.1pp |
| Annual return | -16.53% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,109 | $3,418-9.0% | $2,812+10.5% | $4,740-34.4% |
| Participant deferral / active EE | $8,985 | $5,238+71.5% | $4,426+103.0% | $6,400+40.4% |
| Admin fee / account holder | $565 | $6,944-91.9% | $5,425-89.6% | $11,426-95.1% |