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 | $16,310 | $138,044-88.2% | $125,339-87.0% | $134,475-87.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -11.43% | 750.33%-761.8pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,410 | $5,243-73.1% | $4,814-70.7% | $4,740-70.3% |
| Participant deferral / active EE | $9,740 | $7,799+24.9% | $7,446+30.8% | $6,400+52.2% |
| Admin fee / account holder | $3,689 | $11,571-68.1% | $10,010-63.1% | $11,426-67.7% |