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 | $17,940 | $99,640-82.0% | $86,436-79.2% | $134,475-86.7% |
| Participation rate | 92.3% | 82.0%+10.3pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -19.11% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,830 | $4,400-58.4% | $3,769-51.4% | $4,740-61.4% |
| Participant deferral / active EE | $4,185 | $7,246-42.2% | $6,952-39.8% | $6,400-34.6% |
| Admin fee / account holder | $817 | $8,371-90.2% | $6,731-87.9% | $11,426-92.9% |