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 | $22,046 | $104,106-78.8% | $71,086-69.0% | $135,375-83.7% |
| Participation rate | 85.7% | 65.7%+20.1pp | 54.7%+31.1pp | 82.6%+3.1pp |
| Annual return | -4.12% | 1256.30%-1260.4pp | 650.59%-654.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $360 | $1,485-75.7% | $1,088-66.9% | $4,779-92.5% |
| Participant deferral / active EE | $1,497 | $2,527-40.8% | $1,874-20.2% | $5,609-73.3% |
| Admin fee / account holder | $12,991 | $4,142+213.7% | $3,082+321.5% | $10,827+20.0% |