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 | $18,081 | $93,024-80.6% | $77,024-76.5% | $134,475-86.6% |
| Participation rate | 88.2% | 74.5%+13.8pp | 67.9%+20.3pp | 81.2%+7.0pp |
| Annual return | -15.19% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,801 | $3,418-47.3% | $2,812-36.0% | $4,740-62.0% |
| Participant deferral / active EE | $4,399 | $5,238-16.0% | $4,426-0.6% | $6,400-31.3% |
| Admin fee / account holder | $1,001 | $6,944-85.6% | $5,425-81.5% | $11,426-91.2% |