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 | $19,759 | $93,024-78.8% | $77,024-74.3% | $134,475-85.3% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.8pp | 81.2%+10.4pp |
| Annual return | -17.84% | 62.60%-80.4pp | 42.32%-60.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,970 | $3,418-13.1% | $2,812+5.6% | $4,740-37.3% |
| Participant deferral / active EE | $3,597 | $5,238-31.3% | $4,426-18.7% | $6,400-43.8% |
| Admin fee / account holder | $1,829 | $6,944-73.7% | $5,425-66.3% | $11,426-84.0% |