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 | $12,402 | $133,958-90.7% | $112,228-88.9% | $134,475-90.8% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -17.38% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,153 | $4,038-71.4% | $3,635-68.3% | $4,740-75.7% |
| Participant deferral / active EE | $3,499 | $5,291-33.9% | $4,728-26.0% | $6,400-45.3% |
| Admin fee / account holder | $446 | $7,489-94.0% | $6,410-93.0% | $11,426-96.1% |