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 | $12,113 | $104,106-88.4% | $71,086-83.0% | $135,375-91.1% |
| Participation rate | 77.8% | 65.7%+12.1pp | 54.7%+23.1pp | 82.6%-4.9pp |
| Annual return | -6.93% | 1256.30%-1263.2pp | 650.59%-657.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $329 | $1,485-77.8% | $1,088-69.7% | $4,779-93.1% |
| Participant deferral / active EE | $835 | $2,527-66.9% | $1,874-55.4% | $5,609-85.1% |
| Admin fee / account holder | $374 | $4,142-91.0% | $3,082-87.9% | $10,827-96.5% |