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 | $43,555 | $93,024-53.2% | $77,024-43.5% | $134,475-67.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -4.16% | 62.60%-66.8pp | 42.32%-46.5pp | 417.96%-422.1pp |
| Employer contribution / active EE | $1,581 | $3,418-53.8% | $2,812-43.8% | $4,740-66.6% |
| Participant deferral / active EE | $1,981 | $5,238-62.2% | $4,426-55.2% | $6,400-69.0% |
| Admin fee / account holder | $508 | $6,944-92.7% | $5,425-90.6% | $11,426-95.6% |