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 | $23,758 | $93,024-74.5% | $77,024-69.2% | $134,475-82.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.34% | 62.60%-75.9pp | 42.32%-55.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,708 | $3,418+37.7% | $2,812+67.4% | $4,740-0.7% |
| Participant deferral / active EE | $11,839 | $5,238+126.0% | $4,426+167.5% | $6,400+85.0% |
| Admin fee / account holder | $2,523 | $6,944-63.7% | $5,425-53.5% | $11,426-77.9% |