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 6-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 | $13,228 | $93,024-85.8% | $77,024-82.8% | $134,475-90.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.56% | 62.60%-77.2pp | 42.32%-56.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,709 | $3,418+37.8% | $2,812+67.5% | $4,740-0.6% |
| Participant deferral / active EE | $10,348 | $5,238+97.6% | $4,426+133.8% | $6,400+61.7% |
| Admin fee / account holder | $566 | $6,944-91.9% | $5,425-89.6% | $11,426-95.0% |