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 4-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 | $26,729 | $127,386-79.0% | $115,037-76.8% | $125,391-78.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.71% | 31.28%-34.0pp | 26.14%-28.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $5,674 | $5,166+9.8% | $4,608+23.1% | $4,866+16.6% |
| Participant deferral / active EE | $5,779 | $6,423-10.0% | $6,026-4.1% | $5,352+8.0% |
| Admin fee / account holder | $45,405 | $9,516+377.1% | $8,175+455.4% | $9,540+375.9% |