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 | $15,388 | $93,024-83.5% | $77,024-80.0% | $134,475-88.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.45% | 62.60%-79.0pp | 42.32%-58.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,153 | $3,418+80.0% | $2,812+118.8% | $4,740+29.8% |
| Participant deferral / active EE | $16,690 | $5,238+218.6% | $4,426+277.1% | $6,400+160.8% |
| Admin fee / account holder | $22,468 | $6,944+223.6% | $5,425+314.1% | $11,426+96.6% |