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 | $17,157 | $133,958-87.2% | $112,228-84.7% | $134,475-87.2% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -14.07% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $860 | $4,038-78.7% | $3,635-76.3% | $4,740-81.9% |
| Participant deferral / active EE | $1,799 | $5,291-66.0% | $4,728-61.9% | $6,400-71.9% |
| Admin fee / account holder | $1,132 | $7,489-84.9% | $6,410-82.3% | $11,426-90.1% |