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 10-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 | $14,579 | $97,757-85.1% | $83,848-82.6% | $135,375-89.2% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -7.64% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $855 | $4,222-79.7% | $3,631-76.4% | $4,779-82.1% |
| Participant deferral / active EE | $1,861 | $4,682-60.3% | $4,082-54.4% | $5,609-66.8% |
| Admin fee / account holder | $1,078 | $6,674-83.8% | $5,478-80.3% | $10,827-90.0% |