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 | $24,635 | $95,971-74.3% | $74,550-67.0% | $135,375-81.8% |
| Participation rate | 95.2% | 75.7%+19.6pp | 69.1%+26.1pp | 82.6%+12.6pp |
| Annual return | -1.22% | 56.96%-58.2pp | 32.53%-33.8pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,571 | $2,716-42.2% | $1,961-19.9% | $4,779-67.1% |
| Participant deferral / active EE | $2,801 | $3,843-27.1% | $3,108-9.9% | $5,609-50.1% |
| Admin fee / account holder | $22,960 | $6,522+252.1% | $5,060+353.8% | $10,827+112.1% |