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 8-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 | $18,330 | $133,958-86.3% | $112,228-83.7% | $134,475-86.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -20.23% | 47.11%-67.3pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,819 | $4,038-54.9% | $3,635-49.9% | $4,740-61.6% |
| Participant deferral / active EE | $2,875 | $5,291-45.7% | $4,728-39.2% | $6,400-55.1% |
| Admin fee / account holder | $626 | $7,489-91.6% | $6,410-90.2% | $11,426-94.5% |