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 | $14,758 | $138,044-89.3% | $125,339-88.2% | $134,475-89.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.40% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,489 | $5,243-71.6% | $4,814-69.1% | $4,740-68.6% |
| Participant deferral / active EE | $4,768 | $7,799-38.9% | $7,446-36.0% | $6,400-25.5% |
| Admin fee / account holder | $5,874 | $11,571-49.2% | $10,010-41.3% | $11,426-48.6% |