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 8-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 | $16,296 | $190,805-91.5% | $159,960-89.8% | $134,475-87.9% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -16.02% | 552.23%-568.3pp | 408.60%-424.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,087 | $4,995-78.2% | $4,226-74.3% | $4,740-77.1% |
| Participant deferral / active EE | $2,610 | $6,923-62.3% | $6,182-57.8% | $6,400-59.2% |
| Admin fee / account holder | $1,074 | $10,471-89.7% | $8,698-87.7% | $11,426-90.6% |