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 10-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 | $26,790 | $100,754-73.4% | $86,677-69.1% | $134,475-80.1% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -10.00% | 29.04%-39.0pp | 35.91%-45.9pp | 417.96%-428.0pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,489 | $5,338-34.6% | $4,656-25.1% | $6,400-45.5% |
| Admin fee / account holder | $18,226 | $10,926+66.8% | $7,493+143.2% | $11,426+59.5% |