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 9-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 | $20,658 | $138,044-85.0% | $125,339-83.5% | $134,475-84.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -19.23% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,428 | $5,243-72.8% | $4,814-70.3% | $4,740-69.9% |
| Participant deferral / active EE | $3,495 | $7,799-55.2% | $7,446-53.1% | $6,400-45.4% |
| Admin fee / account holder | $1,632 | $11,571-85.9% | $10,010-83.7% | $11,426-85.7% |