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 | $9,560 | $93,024-89.7% | $77,024-87.6% | $134,475-92.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -18.85% | 62.60%-81.4pp | 42.32%-61.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,692 | $3,418-50.5% | $2,812-39.8% | $4,740-64.3% |
| Participant deferral / active EE | $3,041 | $5,238-41.9% | $4,426-31.3% | $6,400-52.5% |
| Admin fee / account holder | $3,945 | $6,944-43.2% | $5,425-27.3% | $11,426-65.5% |